Add Salesperson ― Allow the user to create a new salesperson.
Edit Salesperson ― Allow the user to make changes to existing salesperson records. If this option is disabled, the user can still view salesperson records.
Delete Salesperson ― Allow the user to delete salesperson records.
Export Salespeople ― Allows the user to export the contents of the Salespeople grid to an external file.
Validate Salesperson Code – The salesperson that gets added to a customer or sales order must exist in the salesperson table. When this setting is enabled, while typing a value into a Salesperson field, the selection list will appear. If an invalid code was entered, exiting the field will clear the contents.
Default Salesperson – When set, this salesperson code will be added to a sales order if there is not a salesperson set for the customer
Restrict User’s Customers/Sales Order By Salesperson – This setting restricts the user from seeing customers, sales orders and sales history only to that salesperson. For customer access, the Salesperson value on the customer Billing Address and Order Defaults tab is used for determination.