Specifying Customer Information

Changing the Salesperson

When you select a customer in Order Entry, the default salesperson assigned to this customer appears in the Salesperson box. This information comes from the Salesperson 1 box in the Customer Master tab. When you place an order, you can change this default salesperson, but the change is effective for the current order only. For details on permanently changing the salesperson assigned to a customer, see Changing a Customer.

1. Click the button to the left of the Salesperson box.

2. The Salesperson Query dialog box opens. The Name box at the top of the dialog box contains highlighted information.

3. Find the correct salesperson for this order by either scrolling up and down the list or by using the query feature.

4. You can scroll through the salesperson database. As you scroll up and down, additional salespersons appear for you to view. When the correct salesperson appears, highlight the salesperson by clicking it.

5. To use the query feature, type the salesperson account number, salesperson name, phone number, or city in the appropriate box at the top of the dialog box and press Enter. The salesperson you specified or the one that most closely matches it appears at the top of the Salesperson Query dialog box.

4. When the salesperson is highlighted, click OK. The Order Entry window reopens, with the specified salesperson displayed.