Salespeople and purchasers can be assigned to customers and vendors respectively and use for statistics report or filter information on report.


Follow below steps for the setup of Salespeople and Purchasers:

1, Use search function to find Salesperson/Purchaser

2, Create a new salesperson / purchaser

    (1) Click New 

    (2) Enter the salespeople/purchaser's information

  • Code
  • Name
  • Job TItle / Commission% / Phone.No / Email (optional)

    (3) Department Code - Field for Global Dimension to be shows on the page, enter the default dimension if any.

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