Salesperson Code setup

Hi expert,

How to set up salesperson code by items and customer, not by customer only ? we have different product handle by different sales for 1 customer.

I tried to set up salesperson for dimension, For now, seem like has problem.


Items don’t have SP code, only Customers do.

If you use Item Categories, this could be the place where a modification might help you solve the problem, but anyway problems may arise, as nothing keeps the user for mixing up Items (or ItemCategories) with different SPs defined in one order.

That for SP is linked to Customer - but it is easy to override the default SP value fetched from CustomerCard. Leave it undefined in CC, and salesmen will enter the appropriate code manually - for sure they won’t forget to do it, as they will lose their commissions otherwise.