Allow Sales Agent Access

Sales agent cannot log into the system unless you choose to create sales agent as a user. First, create the user and give the user appropriate permissions. Then go edit the sales agent record and choose the user created.

Once the user is set up, you can set up permission for the user to allow selective access. Typical permission would be Inventory Control Read Only so they can look at products, Invoice Entry (if entering of the invoice is allowed), Sales to allow entering of Orders. Also, Accounts Receivable Read Only to allow access to customers.

By assigning a user to a sales agent, this user is subject to additional restrictions.

First, a sales agent can be restricted to only see customers assign to him/her when entering new sales transactions and in customer listing and invoice listing pages. This restriction is activated by turning on this setting in Enterprise Setup and Entity Settings, Restrict Shipping to Current Order When Shipping from Order Screen. 

When entering a new invoice or sales order or sales quote, a user linked to a sales agent cannot change the default terms assigned to the customer or alter system defined prices when adding new order line or invoice lines. Sales agent user cannot add a new adjustment to order or invoice lines.

 

There are settings in Setup, Entity Settings, Sales Agent Access to allow you to further restrict access of sales agent.