Add Sales Person in Sales Order Dropdown

Owned by Sandra Petrovic
Last updated: Oct 12, 2022
1 min read

  1. Go to Contacts >> Work Tab >> Search button

2. Select the Contacts that you want to be a Sales Person and check the checkbox Sales Person in the Personnel Information screen.

You can see in the SO screen that the Accounts name is showing in the dropdown for Sales Person.

3. If you want to remove a Sales Person in the Dropdown menu, you just need to un-check the Sales Person check box and Save. It will not show on the dropdown list of Sales Person.