Add Sales Person in Sales Order Dropdown

1. Go to Contacts screen

   Open

   

2. Navigate to the WORK tab

   Open

   

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

4. Make sure to click on SAVE.

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

5. 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 no longer show on the dropdown list of Sales Person.