How Do I Set The Salesperson For An Order?

There are two ways to set up a salesperson.

Approach 1: Set Salesperson while creating the order via the "Optional order fields" dropdown.

Approach 2: Edit an existing order via the "Settings" tab on the order page. Note: This approach only works when you can edit existing orders, a "right" granted to McNaughton reps after submitting a few perfect orders.