SALES REPS
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      3. SALES REPS

      How to update the sales rep assigned to an order once it has already been created

      1. Go to the "Customers" > "View All Orders" screen, open the order and click the "Order Details" tab.
      2. Select the new rep from the "Sales Rep" field.
      3. If the "Save" button is greyed out, click into another field (such as "Payment Terms").
      4. Click "Save."
       
      Note: if the invoice has already been exported to QuickBooks, you would need to update the order in QuickBooks as well.
       
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