Overview

The system allows a sales rep to change the salesperson on orders. This is sometimes necessary due to the account owner being absent or to any other situation that would require this change.

How does it work?

Once the setting has been enabled, anyone with access to the Order Entry tab will be able to change the salesperson for any order.

Keep in mind that each account can have 2 different Salesperson assigned: one for Flowers and another one for Plants. By default, the system will pick the sales person based on the product type added first to the order. For example, if the first item was flowers, then it would take that sales rep into account.  

Once the order has been created and the first item was added to the order, the salesperson will be able to change the assigned salesperson within the order. 

To change the Salesperson, you just have to click on the "Salesperson" field, select any of the options on the drop-down menu, and Save.

Mandatory Salesperson for Orders

The setting Make the salesperson field required for order confirmation under Order Entry Options allows to restricting users from confirming orders without a salesperson assigned. Notice that once the setting is enabled, the system will display a notification informing that it is not possible to confirm the order since it does not have salesperson assigned.

 How to Activate this Option

To activate this restriction, go to Setup>>Settings>>Order Entry Options.  Keep in mind that in case an order does not have a salesperson assigned and the setting Allow sales people to change the sales person of the order is disabled, the user will not be able to confirm the order. If the setting is enabled, the salesperson will just have to enter a salesperson and proceed with the order confirmation.