How to Add a Salesperson to a Transaction

DealerWorks lets you associate a salesperson with any payment transaction at the time of processing. This article explains where the option appears and how to use it.

Where to Find the Salesperson Option

The Select Sales Person dropdown appears at the bottom of the payment modal for all payment types — including terminal, keyed card, ACH, and payment requests. It is available whenever you process a payment.

How to Add a Salesperson

1. 1 Open the payment modal for the repair order (select the payment type as you normally would).
2. 2 Scroll to the bottom of the payment modal to find the Select Sales Person dropdown.
3. 3 Select the salesperson's name from the list.
4. 4 Complete the transaction as normal. The salesperson will be recorded on the transaction.

Who Appears in the Salesperson List?

The dropdown shows the DealerWorks users at your dealership who have been set up as salespeople. If a salesperson's name isn't in the list, an administrator may need to review their user setup.

Where Salesperson Data Appears in Reporting

Transactions with a salesperson attached can be filtered and viewed in the Cashier Report under Reporting. This allows managers to review transaction activity by salesperson when needed.