Book, approve and deliver orders
How to assign orders to a salesman
Filter and select distribution orders, choose the responsible salesman and review the saved assignment before delivery processing.
Choose the employee responsible for the selected delivery work.
Where to start
Orders > Shared order list > Confirm Selection / Change Seller
Steps
- Open the relevant unconfirmed or seller-confirmed order workspace with permission to assign orders.
- Filter to the intended date and customers, then review each order's location and status.
- Select the orders using their checkboxes or the map selection tools where available. Check the selected count.
- Choose the intended salesman through the assignment action and confirm the change.
- Check the saved seller assignment before processing. Assignment identifies the responsible person; it is not a delivery record.
Example
Assign three selected orders to the seller serving that area.
Before you finish
Check the selected action: assigning a seller and permanent admin approval have different effects.