Tutorial: Filter Sales Reps by Location
Retailers that have a lot of Sales Reps may find it easier to enable sales reps ( on the Employee record) for certain locations. This will reduce the amount of reps displayed when setting the sales rep during a transaction in SuitePOS.
Step 1: Activate Sales Reps for Location(s)
- In NetSuite, go to the Employee record
- Select the Locations the Sales Rep is valid for
If "Sales Rep Availability is empty, it is assumed this rep is valid in all locations
On Returns directly from a Sale, the Sales Rep on the original sale is displayed regardless of whether they are valid at the specific terminal location or not.