Whenever you create a new Order, it will automatically be assigned a “Rental Rep” based on the User who creates the Order. This Rental Rep will be displayed at the bottom of the Order’s Event & Contact Details tab.
The Rental Rep can also be changed manually. To do so, navigate to the Event & Contact Details tab for the Order.
Click the green “Edit Order” button then scroll to the bottom of the browser window and find the “Rental Rep” field
Use the drop-down menu to choose the new Rental Rep.
Be sure to click the green “Save Order” button.
You can search your Orders by Rental Rep in the search field above the Order column in the upper left corner of your browser window.
You can also view the Rental Rep on Reports relevant to Invoices including Invoices, Accounts Receivable, Payments Report by Event Date, Payments Report by Payment Date, Revenue by Client, Revenue by Coordinator, Revenue by Venue, Discounts by Instance, and Discounts by User.
*This feature is only available with the Herd Leader monthly plan. Learn how to upgrade to Herd Leader.