How can I assign a Sales Rep to an order?

Sales Reps can be assigned to orders in 3 ways.

1. The Sales Rep places an admin panel MOTO order. This will automatically assign the Sales Rep for the order.

2. If there is an admin panel order that needs a sales rep assigned, an admin user with the correct permissions can edit the order to modify the Sales Rep assigned to the order, or add a Sales Rep if there is not one assigned.

3. Admin orders where the admin logs in as the customer. Here, there are a few options that can be configured.
A. The Admin user becomes the Sales Rep
B. The Customer's assigned Sales Rep is used, regardless of the Admin user
C. The Customer has an assigned Sales Rep, but the Admin user placing the order becomes the Sales Rep for the order

These options can be configured for your site with assistance with Pulse Commerce's Support team. Please open a Support ticket to edit this.