Assign salesperson to customer ship-to addresses
Important
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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.
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.
Note
We'd like to thank our community for making this valuable contribution through our BusinessCentralApps open-source repo on GitHub.
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See also
Register new customers (docs)