Assign a Salesperson to an Order

Assigning an Order to the Salesperson is an easy task in Cin7 Orderhive. You just need to follow a few steps:

An order can be assigned to a salesperson at the time of creating an order.

  • Click on New Order.

  • On the order creation page, click on the dropdown of Sales Person and select the salesperson from the list of your sub-users

You can also assign orders which have synced from online stores. Please follow the below steps for the same.

  • Select the order using the checkbox. (You can also select multiple orders using the checkbox for assigning Salesperson to multiple orders in bulk)
  • Click on More > Assign

  • Search for the Salesperson using the search bar and select the sub-user to whom you want to assign the order. Once sub-user is selected, click on Done. 
  • The sub-user will be assigned to the selected order/orders. 

 

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