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What is a Salesperson in Business Central?

A Salesperson code in Business Central identifies the person responsible for a customer or a document, and carries onto entries for commission and sales analysis.

A Salesperson, listed as Salespersons/Purchasers, is a code representing an internal person responsible for a customer relationship or a specific document. The code can carry a commission percentage and is copied from the customer card onto quotes, orders and invoices, then onto the resulting ledger entries. It is used mainly for reporting, territory assignment and commission calculation, and it is also the link to activities in the relationship management area.

The codes are maintained on the Salespersons/Purchasers page, which you reach with Alt+Q and a search for Salespersons. The Salesperson Code field appears on the customer card, usually in the general or sales area, and on the sales document header where you can override it per document. The same list serves purchase documents through a purchaser code.

You create the code MR with name Marie Rochat and a commission percentage of 3. Customer C00120 gets Salesperson Code MR on the card, so sales order S-ORD-2041 dated 2026-05-04 for CHF 18 500.00 defaults to MR. If a colleague closes a one-off deal for that customer, you change the code on that document only, and the posted invoice and its customer ledger entry keep the code actually used, which keeps the commission report honest.

The usual mistake is treating the salesperson code as a reporting dimension. It is a single field on the document, so it cannot split one invoice between two people, and it does not flow into dimension-based financial reports unless you also set up a dimension. Another mistake is deleting or reusing a code when someone leaves: existing entries then point at a person who no longer means what the code says, and historical commission figures become unreadable. Changing a code on the customer card also does not update documents already created.

If you want salesperson figures in your financial reports and not only in sales statistics, set up a dimension for it and map it as a default dimension on the customer, so posted entries carry both. Keep leavers as blocked or simply unused codes instead of deleting them, so history stays interpretable.

Frequently asked questions

Can two salespeople share one order?

No, a sales document holds a single salesperson code. If you need to split credit, use a dimension with two values across separate lines or track the split outside the document.

Where is the commission percentage used?

It is stored on the salesperson record and used by sales commission reporting. It does not change the invoice amount or post anything by itself.

Related terms

  • Customer, A Customer is the Business Central master record for a buyer, holding the address, posting groups, payment terms and credit limit used on every sales document.
  • Sales Order, A Sales Order records what a customer buys in Business Central. It posts in two steps: the shipment reduces inventory, the invoice creates the receivable.
  • Sales Quote, A Sales Quote is a non-posting offer to a customer in Business Central that can be turned into a sales order or a sales invoice once the customer accepts.
  • Dimensions, Tags applied to BC transactions for multi-dimensional analysis, such as department, project, or cost center.
  • Default Dimension, A Default Dimension is a dimension value that Business Central copies automatically onto documents and journal lines for a given customer, vendor, item or account.

How Zentriq helps

Zentriq's AI tools automate many of the manual processes around salesperson in Business Central. Learn about the Zentriq Agent or try Zentriq PunchOut to see how AI simplifies procurement in BC.

Related resources

GlossaryCustomerGlossarySales Order