HOW TO: Edit an Associate within a Sales Order

• Navigate to ‘Point-of Sale’ from the Main Menu icon
• Create a New Sale or choose ‘edit sale’ within an existing sales order
• Within the sales order, choose either the associate or the sales by to change.
• Click ‘edit‘ button next to the existing name

• Search for whom you’d like to assign
• Click the new associate’s name

• Click the save button

From here you can either exit the sales order or continue on with the sale.

Note: If you do not click save and proceed with the sale, the new associate will not be saved.