Setting Up Sales Representatives and Carriers

To ensure that each sales transaction is properly attributed and managed, follow these steps to set up Sales Representatives and Carriers in SapphireOne:

1. Navigate to Inventory Mode > Inventory Sales > Inventory Sales Inquiries and select the Sales Rep and Carrier item.
2. Click on the “+” button to create a new Sales Representative or Carrier master record.
3. Enter the required details for this new master record.
   • It should be noted there is a Employee data entry field to link an employee to this Sale Rep master record
4. Save the Sales Rep or Carrier record by clicking the green Save button on the main toolbar.

For more details, visit the Inventory Mode > Inventory Sales > Inventory Sales Inquiries > Sales Rep and Carrier article.