Default Salesperson

This FAQ will go over how to set a default salesperson. Note that the user will need to have permission to change the salesperson on a transaction to do this.

To set up an employee as a salesperson, see this FAQ: How to Set Up an Employee As a Salesperson

Default Salesperson

• Log in as the user who the default salesperson is being set up for or as an admin switch the “View As” drop down to the user you want to set this on.
• Then go to System > User Preferences > User Defaults and set the Default Salesperson.