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Add Agents to Customers

Once agents are created, you can add them to customers. When a sales document is created for the customer, the agents will automatically be associated with the sales document.

  1. Choose the icon, enter Customers, and then choose the related link.

  2. On the Customers page, open the customer record to which you want to add agents.

  3. On the Customer Card page, select Customer > Agents.

  4. On the Agents page, populate the following field.

    Field Description
    Agent No.

    Select the agents that will be eligible for commissions when the customer purchases items.

    The agents will carry over to sales documents created for this customer.

    If the Sales Document Agents Editable toggle is turned on from the Sales Commissions Setup page, then users will be able to update the agents from a sales document.