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Configure salespeople and purchasers

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:

  1. Select the Search for page icon in the top-right corner of the page, enter salespeople/purchasers, and select the related link.

  2. Select New.

  3. In the Code and Name fields, enter a code and the name of the salesperson or purchaser.

  4. Enter the job title.

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