Salespeople Setup
iDynamics Commissions extends the basic setup options included in Business Central, as well as the options available when assigning salespeople to sales documents. This section of the manual is divided into the following areas:
Setup Salespeople
How to define managers/sales teams and how to set up internal salespeople (employees in the company payroll) and external salespeople, whose commissions will be settled using purchase invoices.
Learn more about the different options available in the salesperson card
Salespeople Assignment
iDynamics Commissions lets you replace the standard logic that Business Central uses to assign a salesperson to each sales document so that, for example, you can set a different salesperson based on the ship-to address.
Learn more about how salespeople are assigned to sales documents
Salesperson Rules
Sometimes you might not want to assign salespeople based on the specific customer assigned to the sales document, but to the actual item being sold, or maybe to the area in which the customer (or its ship-to address) is located.
Learn more about salesperson rules
Additional Salespeople
You can set additional salespeople for a salesperson, a customer, or a ship-to address. This will let you share commissions with them when a sale is posted.
Learn more about assigning multiple salespeople at once
Update Assigned Salespeople
iDynamics Commissions includes tools to help you replace a salesperson and/or update the salesperson assigned to active sales documents.