Context-menu - Salesperson
You may change the Salesperson for a selected document or documents. Salespersons can be changed for posted as well as unposted documents.
To change the salesperson on documents:
1.On Input → Documents (Documents list screen), select the Document type, if the correct document type is not selected.
2.Select the Salesperson(s), right-click on Salespersons context-menu and select empty or the salesperson from the sub-menu.
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If you need to select multiple documents, press the Ctrl key and click on each document for which you wish to change the salesperson. |
3.The Salesperson will change on documents and the reports.
