Tuesday, July 2, 2019

Add Primary Sales Rep Name to the Open Sales Order Report

User may wish to add the name of the Sales Rep, listed on the Sales Order, on the Open Sales Orders Report. This can be done with the following steps:
  • Navigate to Reports > Order Management > Open Sales Orders > Customize.
  • On the left pane, open the Open Sales Orders folder.
  • Within that folder, open the Primary Sales Rep folder.
  • Within that folder, click on Name.
  • A Name column will be added to the report on the right pane.
  • Click Preview.
  • If you like the results, click Return to Customization, and click Save.
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