Salesman Field: Purpose and Where It Appears

Salesman Field: Purpose and Where It Appears

Summary: Use the Salesman field to associate customers with a salesperson for visibility and tracking; there are no dedicated reports, but it aids portal/manager views.

Quick answer

Assign a Salesman to a customer so the salesperson (or manager) can use web/portal views to monitor their customers’ orders and volume.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Maintain ▸ Customer ▸ Customers** and edit the customer profile.
    media/salesman-field-overview-01.png

    [Insert screenshot for Step 1]

  2. On the **Salesman** area, select the salesperson code/name for this customer.
    media/salesman-field-overview-02.png

    [Insert screenshot for Step 2]

  3. Save the profile; the Salesman association is now available for tracking/visibility.
    media/salesman-field-overview-03.png

    [Insert screenshot for Step 3]

Confirm it worked

The customer shows a Salesman value; web/manager views can filter or review work by that Salesman.

Troubleshooting

If you expect Salesman‑specific reports, note the manual indicates there are currently no specific reports for this field.

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