Overview
With the Actions button, found on the Orders page, taking bulk actions like changing the sales rep, editing events, updating order pricing, and resending emails across multiple orders is fast and easy.
How to Change a Sales Rep on an Order
-
Log into your JOOR Account
-
Navigate to the Orders page
-
Utilise the Search & Filter pane to locate the orders you wish to update
-
Select the orders by ticking them off (a check mark will appear next to selected orders)
-
Click the Actions button at the bottom of the page and select the Change Sales Rep
-
Select the Sales Rep you’d like to assign to the order
-
Click Update
-
Look for the green success indicator in the bottom right corner of your screen, letting you know the orders have been updated