Salesperson Selection

Manage how a Salesperson will be added to an Order in SKY Admin under Order in the left navigation panel. 

Choose Select on the Salesperson Selection card.

Choose to either Use SKY salesperson on order or DO NOT use SKY salesperson on order.

• Use SKY salesperson on order – When using a SKY Salesperson on an Order, the Salesperson will be chosen for new Orders on creation in the following order:
  • Salesperson linked to SKY User
  • Ship To Department override
  • Ship To
  • Customer Department override
  • Customer
• DO NOT use SKY salesperson on order – When NOT using a SKY Salesperson on an Order, the Salesperson will be chosen for new Orders on creation in the following order:
  • Ship To Department override
  • Ship To
  • Customer Department override
  • Customer