Hand over an order and choose who’s in the salesperson list

Before you start

For roles limited to their own records, the order's owner decides which records they can reach. The owner is always the primary salesperson.

Understand the staff labels

The Sales credit card shows all three: Created by in its header, the people with their shares, and the Primary badge. POS uses Sold by for the same people. Customer document settings choose whether documents show the primary salesperson, everyone or nobody.

A new record belongs to its primary salesperson, or to its creator when nobody is credited. New records credit their creator when that person is available in the picker.

The Salesperson list filter matches records that credit a person. It can list people who are no longer offered for new sales credit.

Hand a record to someone else

1. 1

   Step 1: Add the new owner

   Open the quote or order. In Sales credit, click Add salesperson and choose the person who should own it.

2. 2

   Step 2: Make them primary

   Open their ⋯ menu and choose Make primary, then save the record. The order now belongs to them, and roles limited to their own records reach it through them.

   Without Reassign quotes and orders, Make primary is greyed and says why. Adding a helper or changing the shares doesn't move the order and needs only Change sales credit.

   Someone no longer available as a salesperson can't become the primary.

   

   Sales credit follows the shares, not the owner. Keep both people credited if both should share the sale.

Choose who appears as a salesperson

1. 1

   Step 1: Edit the staff role's picker permission

   Go to Settings›Staff & roles›Roles and open the role. Tick or untick Appear in the salesperson picker.

   Save and review the role change through role management. It affects new selections for people holding that role.

   Suspended staff are excluded. People without a role follow the default role's picker permission.

2. 2

   Step 2: Review existing credit

   Open a record previously credited to an affected person. Their existing credit remains even after they leave the picker.

   Use sales credit only when that particular record's credit should change. Removing someone from future choices is not a historical reassignment.

3. 3

   Step 3: Change the owner's preference

   On the owner's own staff page, the Salesperson picker card offers Appear in the salesperson picker. Unticking it preserves full access while removing new salesperson selections.

   You’re out of the salesperson picker confirms the change.

What happens next

The new primary owns the record, and roles limited to their own records reach it. Sales reports keep using the saved credit shares.

Picker changes apply to new credit choices. They do not remove historical credit or remove people from the Salesperson filter.

If something goes wrong