Salesperson

On the Customer Ship-Tos or Multi-Site Customer Ship-Tos form, enter the code that represents the salesperson who is responsible for this customer. The salesperson code must be defined on the Salespersons form. When future orders are added for this customer, the salesperson entered here will be the default value on the order header. If you are not using salespersons, leave this field blank.

With regard to the Customer and Reseller Portals, a  customer becomes a reseller's customer if this field is populated with the reseller's salesperson ID. The field is populated automatically when a customer registers an account in Customer Portal using a redirect link from a reseller, or when a reseller registers customers using the Reseller Portal. You can also populate the field manually to associate a customer with a specified reseller. For more information, refer to Setting Up SyteLine for the Reseller Portal in the portals administration guide

On the Consolidated Invoices Workbench form, enter the code that represents the salesperson who is responsible for the invoiced customer. The default code is taken from the Salesperson code on the Customer Ship-Tos or Multi-Site Customer Ship-Tos form, specified for the customer designated as the zero (0) ship-to customer in the Ship To field.

On the Prospects, Leads, and Opportunities forms, select the code that represents the salesperson who is responsible for the prospect, lead, or opportunity. If you are not using salespersons, you can leave this field blank.

On the Opportunity Tasks form, the salesperson associated with the selected opportunity displays.

On thePrice Promotions and Rebates form, select a salesperson ID to narrow the promotion program to include order lines for only that salesperson.