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.
What We’ll Cover
To access the Move Order feature, you must have the MoveOrder() permission enabled for your Role.
Read more: Assigning Employee Permission Roles
Moving an Order
Click the Move Order button.
The Move Order pop-up window opens.
Click Move Order to Associate and select the receiving Associate.
Optionally, Add any Notes.
Click Move Order.
You can find a record of the movement in the Service Log.