To track the performance of the sales or purchase managers, each sales and purchase document can be assigned to a certain responsible person. This is how the business can evaluate the generated revenue, achievement of sales targets or any other key performance indicators.

You can add Person to the User. And it allows you automatically set Responsible person to any document created by this user. You can also change manually the Responsible person if you are creating documents for someone who is absent now.

Default Person attributes #

The Persons list includes these attributes: Full name, Company, Class, and Location. Class and Location will be automatically assigned to documents created by the User that is linked to Person. Both Class and Location can be changed manually in the documents.