---
title: "Sales Associates"
slug: "sales-associates"
updated: 2023-03-29T17:37:11Z
published: 2023-03-29T17:37:11Z
canonical: "docs.winedirect.com/sales-associates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winedirect.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Associates

Sales Associates can be applied when adding Contacts, Club Membership sign up, or placing Orders. Connecting a Sales Associate to these three functions lets you track this information in your Sales Reports and see who sold what to your customers.

---

## Add A Sales Associate

1. Navigate to **Settings > Users**, then select **Sales Associate** in the drop-down menu. Select **Add A Sales Associate**.

2. In the **Sales Associate** field, type in the desired name, then check **Is Active** if you would like this Sales Associate name to appear as an option. Click **Save**.

---

## Assign A Sales Associate As An Admin User

A Sales Associate can also be attached directly to a Vin65 Admin User so their name will be pre-selected as the Sales Associate when logged in and an order is placed.

1. Ensure you have created a Sales Associate for your Admin User.

2. Navigate to **Settings > Users > Admin Users**.

3. Select the Admin User to whom you want to attach the Sales Associate and click the **Edit** button.

4. Select the appropriate **Sales Associate** from the drop-down menu in the General Information section.

5. Click **Save**.

---

## Use And View Sales Associates

Learn how to apply Sales Associates to three functions: Adding/viewing Contacts, placing/viewing Orders, and Club Membership signup. As well, there are multiple Reports you can choose from to view Sales Associates about these functions.

### Contacts

When adding or viewing a Contact record, you can assign a **Sales Associate** from the drop-down menu in the **General Information** section. You view Sales Associates based on your Contacts in the Customer List Report.

![](https://documentation.vin65.com/assets/client/Image/Settings/Sales-Associates/Sales-Associate-Contact.png)

### Orders

When adding an order in the Admin Panel, you can select a **Sales Associate** from the drop-downBill Customer tab's drop-down menu. The Sales Detail and Sales Detail X Reports will allow you to view Sales Associates based on Orders placed.

![](https://documentation.vin65.com/assets/client/Image/Settings/Sales-Associates/sales-associate-add-an-order.png)

Once the order has been placed, the **Order record** in the Store section will also display the Sales Associate.

![](https://documentation.vin65.com/assets/client/Image/Settings/Sales-Associates/sales-associate-order.png)

### Club Memberships

When adding a Club Membership in the Admin Panel, navigate to **Contacts** > **Add A Contact** or **Select an Existing Contact**, then navigate to the **Club tab** where you can **Add A Club Membership** and select the **Sales Associate** in the drop-down menu. The Club Members Report will show Sales Associates based on Club Memberships added.

![](https://documentation.vin65.com/assets/client/Image/Settings/Sales-Associates/Sales-Associate-Club.png)