Sales Employees/Buyers - Setup

Use this window to define sales employees and buyers, and to set the default sales employee / buyer.

Assigning the relevant sales employee / buyer to the respective business partners, and later to each sales or purchasing document, enables you to:

Generate sales analysis and purchasing analysis reports by sales employee or buyer
Gauge the sales / purchasing volume performed by each sales employee / buyer

If you change a sales employee / buyer name, the change is applied retroactively to all the documents, business partners, and other entities to which the specific sales employee / buyer was linked.

To remove a sales employee / buyer, choose the corresponding name, right-click, and choose Remove.

You can filter and sort sales employees / buyers by the columns.

Note Note

You cannot remove a sales employee / buyer who is linked to documents, business partners, and so on.

End of the note.

To access this window, choose Administration Setup General Sales Employees/Buyers .

Sales Employee Name
Enter the name of the sales employee of up to 155 characters (can be alphanumeric).

Remarks
Enter a remark for each sales employee, for example, to identify the region or industry in which that sales employee is active (optional).

Set as Default
The default sales employee appears automatically in bold (editable) in the master data and transactions; the entry can be changed, as required, in each case. We recommend defining a different default sales employee for each group of users.

Employee
Specify an employee that is not yet linked to a sales employee / buyer. SAP Business One automatically creates a counter link for the corresponding employee.