can you tell me about how sales roles work in nets...
# ask-stanley-ai
a
can you tell me about how sales roles work in netsuite?
c
AI generated answer (using internal Slack threads):
In NetSuite, sales roles are defined by a set of permissions that determine what actions a user in that role can perform. These permissions can be adjusted to fit the specific needs of your organization. For instance, if you have a role called 'Sales Rep', you can set up permissions to allow users in this role to view certain saved searches. To do this, you need to ensure that the saved search has its audience set up correctly. You can refer to NetSuite's help center for more information on setting up the audience for a saved search. Additionally, you need to ensure that the 'Sales Rep' role has the appropriate permissions. Again, you can refer to NetSuite's help center for more information on setting up permissions for a role. Sales roles can also be associated with sales teams and commissions. A sales team is a set of individuals that get associated with an order. This association determines their eligibility for commission on the given order. The commission they earn is a factor of their contribution (e.g., 50%) multiplied by the percentage in the schedule (e.g., 10%). So, when the items are fulfilled/billed, they will get 5% of the commission. This association on the order is what determines the eligibility for commission. This could come from territory management assigning them, or a sales controller manually adding those people to the sales order. If the association changes up to fulfillment, things go ok, but if they change after, you have to recalculate commissions which there’s a process for. For a more comprehensive understanding of roles and permissions in NetSuite, you can refer to the NetSuite Role Permission Matrix by FastPath. This tool defines every aspect of SOD for any roles. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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