Sales representative (SAP Business One)

Of the sales staff In SAP Business One, the commercial assignment of a responsible salesperson to customers, interested parties, and documents is performed. For suppliers, the purchasing manager assumes this role.

They place sales representatives and buyers in the same window: Administration • Definitions • General • Sales representatives/buyers. In the Business Partner master data, select the appropriate sales representative or buyer from the „General“ tab. Documents, Opportunities, and Projects take this suggestion from the master data. The user can change it in individual cases.

The sales representative serves to print the invoice and to analyze the sales data. The sales analysis shows invoices (i.e., sales) by sales representative. Further reports show open orders and delivery notes as well as opportunities by sales representative. Additionally, commission groups can be assigned to sales representatives. In the employee roster, the field „Sales representative“ links the person to their sales role. For example, it shows that a salesperson is also a user and a sales representative at the same time.

Reference to the e-invoice

The sales representative can serve as the seller contact for an e-invoice. In the SAP standard, it is either the source instead of the document holder. cks.eINVOICE first searches the sales representative, then the document holder, and in the company details.

Demarcation

The sales representative is responsible for support, commission, printing, and statistics. The owner (document holder), on the other hand, controls data ownership and access, and this is automatically determined by the user.