RE: Customers, Contacts & Opportunities
Hi Cgbarnes,
There are a couple of ways to define the Distributor(Customer) - Salesperson relationship in Dynamics 365 for Financials. The two primary ways that I can see are:
1. 1 Customer (Distributor) to multiple Contacts (Salespeople). When you are entering the Contacts, choose the Customer to which they are related.
2. 1 Bill To Customer (Distributor) to multiple Customers (Salespeople). When entering the Customer record for each salesperson, select the main customer (Distributor) in the Customer field under the Invoicing fast tab.
The second option is more seamless when you are working within Sales Orders and Sales Invoices because the Ship to and Bill to addresses "just work". The second option is the route I would go in setting up this scenario.
