Linking a sales rep to a customer account

By linking a sales representative to an account, the respective rep will automatically be linked to any document involving the account. The sales rep can be changed manually within the document if no sales rep has been linked. Users will need the right in order to delink a sales rep from an account.

Navigate to the correct window

  1. Navigate to Debtors / Account Maintenance.

Call up the account

  1. Enter (or select) the appropriate customer account in the Account Number text box.

Link the sales rep

  1. Enter (or select) the appropriate sales rep number in the Sales Rep text box.

Save the changes

  1. Click the Accept button.
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