How To Set Default Sales Representative on a Sales Order
Set which Sales Rep is selected by default when entering a new Sales Order
Written by Ryan Osborne
Updated at January 15th, 2025
Table of Contents
Sales Order Rep Allocation
If you use Sales representatives or agents in your business you can set how the “Rep” is assigned to an order for reporting or analysis purposes when a new order is first entered.
If you log into the system with a Prime user.
Go to Settings > Ledger Options > Orders
Pick your required option from the dropdown menu Sales Order Rep Selector.
Scroll to the bottom of the page and click save to confirm your changes.
The Options are:-
Operator - The Operator that Inputs the sales order is marked as the Order Rep.
Operator if Rep - The Operator that Inputs the sale is marked as the Order Rep if the Employee record is set as Sales Rep = Yes. Otherwise, the customer records assigned Rep is used.
Customer Rep - The customer rep is used for the sales order. If the customer hasn't got a rep assigned then the operator is set as the rep.
Force Manual Entry - A Representative must be selected from a dropdown list when beginning the order (can be edited from the order header)