To change the Sales Executive, Business Manager and/or Sales Manager of a Showroom Quote, you must access the Sales Staff menu.

To access the Sales Staff menu, you must first search for the Showroom Quote that you wish to amend the Sales Staff on.

Navigate to Showroom -> Quotations and select the Recall Enquiry option. Enter the necessary details to find the Showroom Deal you wish to amend and access the Deal.

Once you are in the main screen of the deal, select the Edit dropdown menu from the top of the screen and navigate to the Sales staff...  option.


This will bring up the Sales Staff screen, which will display the currently assigned Sales Executive, Business Manager and Sales Manager for the Showroom Deal.

Selecting the drop-down arrow for each respective field will display the list of valid executives/managers User ID's and Names to choose from.





You can then make the necessary adjustments to the Sales Staff and select the 'OK' button. This will update the Sales Staff accordingly for the currently accessed quote.