Add Sales Person in Sales Order Dropdown

1. Go to Contacts screen

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2. Navigate to the WORK tab

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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.

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

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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.

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