Assign salesperson to customer ship-to addresses

Enabled for	Public preview	General availability
Users, automatically	Mar 4, 2024	Apr 5, 2024

Business value

When you assign salespeople to the shipping location instead of the billing address, you get accurate sales reports that show the true geographical distribution of your sales. Assigning a salesperson to a customer's ship-to address gives you precise insights, optimizes resource allocation, and drives strategic growth for your business.

Feature details

You can assign a salesperson on the Customer card page by selecting Customer and then Ship-To Addresses to open the Ship-to Addresses List page. Select Manage, and then Edit to open the Ship-to Address card page. Enter or select a Salesperson Code to choose the salesperson responsible for the customer's ship-to address.

When you select the Alternate Shipping Address option as a Ship-To location on a sales document, the Salesperson Code updates to match the salesperson from the Ship-To Address rather than the Bill-To Customer code.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

Additional resources

Register new customers (docs)