Setting Up Sales Representatives and Carriers

Setting up sales representatives and carriers ensures that each sales transaction is properly attributed and managed. This guide will show you how to set up these roles in SapphireOne.

1. Navigate to Inventory > Sales > Sales Rep and Carrier.
2. Select the “+” button to create a new sales representative or carrier.
3. Enter the required details and link the sales representative to an employee record if it exists.
4. Save the details by clicking the Save button.

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