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How to Switch Sales Associates on an Existing Order

Open the Order in Admin and switch the Sales Associate on the Summary Tab

Switch Sales Associates on an Existing Order

  1. Click on applicable Order in Admin.
  2. In the Summary tab, click the pencil icon to the right of the Sales Associate.
    Screen Shot 2024-07-23 at 11.22.11 AM
  3. Delete the current Associate.
    Screen Shot 2024-07-23 at 11.28.03 AM
  4. Search for and choose the correct Sales Associate.
  5. Click the Update Sales Associate button.
    Screen Shot 2024-07-23 at 11.22.24 AM