How to View All Orders from Your Sales Team in the Order Book

To view all your team members orders within the Order Book in the Sales Managers Toolkit, you need to be assigned as a manager for those staff members. Follow these steps to ensure you have the necessary permissions:

1. Update Staff Records:

   • Go to Staff Records.
   • Select your name from the list.
   • Navigate to the Personnel tab.
   • Find the Staff Managed by This Staff Member section.
   • Click Add and enter the names of the staff members you manage.
   • Click Save.

2. Verify Access:

   • This will ensure that your team members appear in the "Assign Salesman" list and the enquiry manager screen within the Sales Managers Toolkit.