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Assign salesperson to customer ship-to addresses

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Enabled for Public preview General availability
Users, automatically Mar 4, 2024 Apr 5, 2024

Business value

Assign salespeople to the shipping location rather than the billing address to ensure accurate sales reports by reflecting the true geographical distribution of your sales. Assigning a salesperson to a customer's ship-to address gives you more precise insights, optimizes resource allocation, and drives strategic growth in your business.

Feature details

You can assign a salesperson on the Customer card page by choosing Customer, and then Ship-To Addresses to open the Ship-to Addresses List page. Choose Manage, and then Edit to open the Ship-to Address card page. Enter or choose a Salesperson Code to select the salesperson who is responsible for the customer's ship-to address.

Shows Ship-To Address page with Salesperson code field highlighted.

When you choose the Alternate Shipping Address option as a Ship-To location on a sales document, the Salesperson Code updates to match the salesperson from the Ship-To Address rather than the Bill-To Customer.

Shows sales order with changed Ship-To address having salesperson not coming from Bill-to customer

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See also

Register new customers (docs)