How to add or edit a salesperson on a transaction

When a salesperson is logged into the Salespath Tablet, that salesperson will be attributed to each transaction automatically. However, if the salesperson was not logged in, or the wrong salesperson was logged in, you can manually edit or add the salesperson.

To manually add or edit a Salesperson on a transaction:

1. Login to Salespath.
2. Click Reports > Daily Transaction.
3. Run the report for the date, location, and transaction type in question.
4. Click Transaction Details to open the full transaction list.

5. Locate the transaction you need to edit, and click the Details button on that transaction. A pop-up window will appear showing you the transaction details.

   

6. Click Override Salesperson to add or swap the salesperson associated with this transaction.
7. Select a Salesperson from the dropdown menu.
8. Click Save.

 You can now close the transaction details. The salesperson will now be attributed to this transaction.