Dynamics 365 Business Central - Set Up Salespeople

Setting up salespeople in Dynamics 365 Business Central is easy! Learn how with our short video.

 

Many companies want to follow an individual employee's performance as a basis for calculating the sales commission or bonus. A company may also want to assign a salesperson to each of their contacts. When you have set up a salesperson previously, you can select it in the salesperson code field on all relevant records, such as G/L account, customer, vendor, contacts, and campaign cards. Then, when you post or set up invoices, credit memos, journal lines, finance charge activities and so on, the salesperson code is carried to the resulting ledger entries. In the top right corner, choose Search icon, enter Salespeople, and then choose the related link. In the Salespeople window, choose the 'New' action. Fill in the Code field and then whichever of the other fields you wish. Then your new salesperson is complete and they can be assigned to customers right away.