How to Set Up an Employee As a Salesperson

If an employee is not showing up in the list of salespeople on an order, they will need to be set as a salesperson from their detail tab.

First go to System > Employee List

Then go to the employee and on the general tab select the “Salesperson” check box.

To change the salesperson field label on quotes, orders, and invoices, go to System > Company Preferences > Custom Setup > Custom Field Names