Question: Can I Assign Multiple Salespeople to One Customer in GP?

Answer: Yes, you can, but not with GP’s built-in capabilities. Dynamics GP itself only allows you to assign a single salesperson to a customer, which means that if you want to quickly, easily, and accurately assign multiple salespeople to one customer in GP, you’ll need to use a commission calculation solution like Commission Plan.

Example: For Customer X, you want to pay commissions to your internal rep as well as to a broker. Using Commission Plan, you can assign both earners to Customer X in just a few clicks. You could even automate the assignments, so that when your order processing people create a sales document, they won’t need to worry about who was involved in the sale. They’ll simply enter the orders and boom! every earner’s commissions will get calculated accurately behind the scenes.

If you want different calculations on commission splits, you can do that, too. Say you want to split a commission between an account manager (40%), a customer service rep (10%), and a salesperson (50%). You could use Commission Plan to automate each of those calculations for each employee involved. Then, when it comes time to issue your employees’ commission payments, all your calculations will be done for you. What a relief!

See What Else Commission Plan Can Automate

Since 2002, companies across every sector have relied on EthoTech for the right tool for tracking, calculating, and paying variable compensation. We provide solutions, integration, and support that is focused solely on integrated variable compensation software for Microsoft Dynamics GP, and we are committed to helping you gain value from GP well beyond its lifecycle. Commission planning for GP is all we do, and we do it better than anyone. Contact EthoTech to learn more.

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