Overview
In this section, you will answer questions about any Purchaser Code requirements you may have for your system implementation.
A Salesperson code in Business Central is a code for the salesperson who normally handles this customer’s account. Which can be used to monitor the sales performance in Business Central and can calculate the sales commission or bonus per salesperson. This can be assigned to Customers, Contacts, General Ledger Accounts and Campaigns so Sales activities can be tracked. Therefore, when relevant documents are posted, the salesperson code is carried to the resulting ledger entries. The Salesperson Code can be used for reporting and analysis to more easily identify groups of Customers based on their assigned Salesperson.
The questions in this section are designed to get you thinking about what is required of Business Central in relation to your business processes and needs.
To setup a Purchaser the details required:
- Code
- Name
- Job Title
- Commission %
- Phone Number
Additional Information & Useful Links
For additional information from Microsoft about Service Resources, please see the following links:
Set Up a Salesperson (contains video) – Business Central | Microsoft Learn