Card SalePerson (Primary Sales Person)

Overview

There are two ways of handing salesperson:

1. Primary Sales Person on the customer card

2. Sales Person on the sales order itself.

Procedure

Make sure a user is set up and that user is flagged as ‘Is Sales Person’

Open

Then on each card, add the user that is flagged as the sales person to the primary sales person field which is on the Settings Tab>CustomerSettings>Sales Reporting

Turn the check box flag ON 'show is sales rep'

Open

Cards have a sales person which is the primary sales person

The primary sales person on the card, will automatically fill in onto the sales order by default from the time it was added to the card. So if the card primary sales person is empty for a customer then the sales order sales person would also be empty until you add a primary sales person to the card first of all.

On the order you can change the user who is set to be a salesperson , you can change the salesperson on the sales order to be someone else. This field of SalesPerson is on the general tab on the sales order.

Normally sales reporting is off the salesperson that is on the sales order.

Method 1

If you want to know how sales break up based on the primary sales rep that is on the card now, you then use the field card.customerPrimarySalesPerson. (so if you change the primary sales person on the card today, all previous sales order will show like they were for that changed primary sales person)

Original primary sales person on the customer card then changed to another sales person.

Method 2

Run the report from the salesperson from the sales order. That will report on the historical sales person.On the sales order the field sales person is the original primary sales person that is from the card at the time the sales order was created.
You don't normally change the sales person on the sales orders often manually

So reporting on the sales person on the sales order on who used to be the same person back then and now.
If the sales person has changed it will break up the old sales person vs the new primary sales person from the card

Method 3 

As you enter a sales order, manually change the salesperson on the order if you need to.
Then method 2, will split the order as being for the sales person you overrode on the sales order not the one from the card

​So the primary sales person remains the same but the salesperson on the sales order is changed

Method 4

It is possible to report on both, that is to show sales with salesperson currently on the card, and the one that is on the order so that you can see the historical change if any