Select Sales Associate

Some business processes require selecting a sales associate for each transaction. This is in addition to signing on to the register to start the business day. Assigning a person to a NetSuite POS transaction is helpful for things like tracking commissions or performing customer-satisfaction surveys. Sales associates are also known as sales representatives in NetSuite.

To select a sales associate for a transaction:

  1. Start a sales transaction.

  2. Tap Add Sales Associate.

  3. Search for the sales associate or browse through the list.

  4. Select the associate to add. Tap Done if the window does not close automatically.

    The sales associate displays in the transaction summary at the bottom.

To remove a sales associate from a transaction:

  1. Tap Remove Sales Associate.

Related Topics

Basic Sales Transactions
Enter a Sales Transaction
Discounts
Sales Taxes
Suspend, Resume, Cancel Transactions
Receipts

General Notices