Moving an Order to Another Associate

Admin: Corporate Admin
Page: Sales > Orders > Order Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/OrderDetail?order=[ORDER_NUMBER]&id=[ASSOCIATE_ID]
Permission: MoveOrder()

If you need to move an order to another Associate in their Tree, you can do so in:

The process is the same on either page.

Important: You can’t move an order when the corresponding monthly commission period is locked and committed.

  1. Click the Move Order button.

    Move Order button on the Order History page
    Move Order button on the Order Detail page

    The Move Order pop-up window opens.

    Move Order pop-up window
  2. Click Move Order to Associate and select the receiving Associate.

  3. Optionally, Add any Notes.

  4. Click Move Order.

You can find a record of the movement in the Service Log.

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