Sales Order Salesperson Settings – What Happens

Default salesperson for a sales order.

These settings apply when creating a sales order. The user can always override these settings, unless the user setting-> Sales Orders->Edit Salesperson is unchecked.

• If user setting -> Salesperson –> Default Salesperson is populated, and the customer does not have an assigned salesperson, Spire adds the users assigned salesperson to order*
• If the customer has a salesperson then when the order is added Spire populates the sales order with the salesperson assigned to the billto or shipto.*
• If the customer does not have as salesperson assigned Spire puts the logged in users salesperson code on the order. Same editing rules as above*
• If company setting -> Sales Orders->Order-> Default Salesperson with username if customer salesperson is blank is on and if there is a salesperson code that matches the user code, it will use it for the sales order. This setting takes precedence over the users default salesperson.*

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