How To: Setup Salespeople In Microsoft Business Central

In Microsoft Business Central you can setup Salespeople to follow an employee’s sales performance. You can assign Salespeople to Customers, Contacts, G/L accounts and campaigns and keep track of the Salespeople activities. Additionally, salespeople can be assigned tasks linked with opportunities to follow up on sales leads.

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To Setup a new Salesperson choose the search icon at the top right of the screen, type “Salespeople” and choose the Salespeople/Purchasers link on the search results.

Press New to create a new salesperson card. Fill in the Code and the Salesperson’s name. Define the Job Title and the Commission % which will be used to calculate the salesperson’s commission. Finally, fill in the Phone number and email.

 

After you create the new salesperson you will need to assign it to a user and/or to an employee. Choose the search icon at the top right of the screen, type “User Setup” and choose the User Setup link on the search results.

On the User setup page find the User for which you have created the salesperson on update the Salesperson Code field with the newly created salesperson.

Similarly, Choose the search icon at the top right of the screen, type “Employees” and choose the Employees link on the search results. Open the employee’s card and under the Administration fast tab fill in the Salesperson/Purchaser Code.

 The Salesperson is now ready to use.