Set Current User as Sales Person

Overview

The Set Current User as Sales Person step assigns the currently logged-in user as the sales person for the order. This is useful for manual order processing where the handling user should get sales credit.

Identifier

Configuration Properties

This step has no configurable properties.

Behavior

What It Does

1. Checks if order already has a sales person assigned
2. If no sales person, gets current user from context
3. Sets SalesPersonId to current user's email (lowercase)
4. Sets SalesPersonName to current user's name
5. Returns warning if sales person was already set

Prerequisites

• User must be logged in
• Current context must have user information

Side Effects

• Order SalesPersonId set
• Order SalesPersonName set
• Sales attribution assigned

Business Cases

When to Use

• Manual orders: Staff-assisted orders get sales credit
• Order processing: Assign handler for commission tracking
• In-store orders: Track which employee assisted

Example Scenarios

Scenario 1: Manual Processing User "john@company.com" processes order. Step assigns John as sales person.

Scenario 2: Already Assigned Order already has sales person from POS. Step returns warning, preserves existing.

Scenario 3: No User Context Background process without user. Step may skip or leave empty.

Error Handling

Related Steps

• Enrich Order from Products - General enrichment