Creating Salespeople Records

Create Salesperson/Purchaser records for users, reporting, and access patterns.

Each time you create a new salesperson record, you must also create a salesperson dimension and attach it as a default dimension against the salesperson record.

Salespeople Dimension

Before you create a salesperson record, you need to create a salesperson dimension code. Navigate to Dimensions, select the Salesperson dimension, and go to the Dimension Values. Create a new record in here.

Salespeople Fields

The fields that need to be populated are:

• Code
• Name
• Salesperson Code - assign the salesperson dimension code you created in the previous step. If you cannot see the field on the salesperson card, go to Salesperson - Dimensions in the ribbon. Enter the salesperson dimension, the relevant dimension value, and set the Value Posting to be Same Code.

If you do not assign the Salesperson dimension code to the salesperson record, the salesperson dimension will not be populated on any sales transactions created.