Configure salespeople and purchasers
You can set up salespeople and purchasers, assign them to customers and vendors, use them to prepare statistics, and to filter information on reports.
Create a salesperson or purchaser
Salespeople and purchasers are created and maintained in the same overview. This means that a person can be a salesperson and a purchaser at the same time.
To set up a salesperson or a purchaser, follow these steps:
Select the Search for page icon in the top-right corner of the page, enter salespeople/purchasers, and select the related link.
Select New.
In the Code and Name fields, enter a code and the name of the salesperson or purchaser.
Enter the job title.
In the Commission % field, enter the percentage to use to calculate the salesperson's commission, for example on the Salesperson Commissions report.
Enter the phone number and email address.
The Privacy Blocked field specifies whether to limit access to data for the data subject during daily operations. This is useful, for example, when protecting data from changes while it is under privacy review.
On the Invoicing FastTab, you can specify the codes for the global dimension that is linked to the record or entry for analysis purposes. If you want to assign other dimensions than the global ones, select Salesperson, Dimensions.
You can assign salespeople on the General FastTab of the customer card and purchasers on the General FastTab of the vendor card. You can also use salespeople in various relationship management and marketing work. For example, you can assign tasks to salespeople, so that the tasks are incorporated in sales opportunities that the salesperson is assigned to.