Request: How can I associate an employee with transactions and customer records in NetSuite?
Solution: NetSuite provides the flexibility to associate employees with transactions and customer records, allowing you to track sales activities, assign responsibilities, and manage sales-related functions effectively. To achieve this, you can follow one of the following methods based on your usage of the Team Selling feature:
- Assigning a Sales Role for Team Selling: If you use the Team Selling feature in NetSuite, you can assign a sales role to the employee you want to add to a sales group. This ensures their association with transactions and customer records.
- Checking the Sales Rep Box without Team Selling: If you do not use the Team Selling feature in NetSuite, you can still associate employees with transactions and customer records by checking the “Sales Rep” box on the Human Resources subtab of the employee’s record.