Reassign the Account Manager on a Sales Order
Sometimes it might be necessary to change the Account Manager on a Sales Order that has already been posted. Luckily, we have just the feature to do this! Here is the how-to...
1. Open the Sales Orders & Quotes window
Navigate to Sales ➤ Sales Orders & Quotes
2. The Sales Order (before)
Highlight the Sales Order and then double-click to open it.
2.1. The Sales Order (before)
This is what the Sales Order looks like before we make any changes. Make note of the Account Manager, Mindy Mays. We want to change the Account Manager to someone else for this Sales Order.
Click Cancel to return to the list view.
3. Reassign the Account Manager
- Highlight the Sales Order(s) that you want to change the Account Manager for.
- Open the Action Menu and select Reassign Acct Mgr.
4. Assign which Account Manager...?
Next, you'll be presented with a dialog asking you to: Assign which Account Manager to the selected records?
You can either type the name of the Account Manager or type the @ symbol, press the tab key and you'll be presented with a list of all of your options to choose from. Press OK when you are finished.
5. The Sales Order (after)
Now you can open the Sales Order and see that the change has taken effect!
