How to: Link Sales Person to POS Sale

This topic explains how to link a sales person from standard Business Central to POS Sale.

Settings on the Staff Card

Employment Type must be either:

  • Sales Person – the user cannot log into the POS terminal.
  • Both – the user can log into POS Terminal.

You select the sales person from the Salesperson/Purchaser Card:

POS settings

Functionality Profile

On the POS Functionality Profile Card, in the Staff & Logon FastTab, you must set the Sales Person Mode field to:

  • Manual - lets you register a sales person (not obligatory).
  • Automatic - prompts for registration of sales person every time.

Automatic

The cashier is asked to Enter Sales Person Number every time a new sale starts:

Manual

The cashier needs to press a button to be able to select a sales person:

Sales Transaction

In the Transaction Register, the sales person is linked to the transaction record in the Additional Salesperson table.