Admin: Corporate Admin
Page: Associate Detail > Order History > Order Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/OrderDetail?order=[ORDER_NUMBER]&id=[ASSOCIATE_ID]
Permission: EditAssociateOrder()
If you need to move an order to another Associate in their Tree, you can do so in:
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Order History page
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Order Detail page
The process is the same on either page.
You can’t move an order when the corresponding monthly commission period is locked and committed. |
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Click the Move Order button.
The Move Order pop-up window opens.
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Enter the name of the receiving Associate in the Move Order to Associate field.
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Optionally, type any applicable comments in the Add Note field.
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Click Move Order.
You can find a record of the movement in the Service Log.
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