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NSC | Sales Order and Invoice > Multiple Sales Rep

edited Jun 2, 2025 2:28PM in Accounting / ERP

If you want the ability to multi-select Sales Rep on your Sales Orders and Invoices, kindly follow the steps below.

  1. Navigate to Setup > Company > Enable Features
  2. Under CRM tab, mark Team Selling
  3. Save
  4. Navigate to Setup > Sales > Sales Team > New
  5. Rename the Sales Team
  6. Add Members
  7. Select Sales Role
  8. Input Contribution %
  9. Click Save

After doing the actions above, when creating Sales Order and Invoice, the Sales Team tab was added in the records and you can include multiple Sales Reps.

I hope this helps! ❤ Feel free to share your own tips and tricks under NetSuite Admin Corner to help other members as well. Thank you very much! 😊

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Dominica Sevilla - Oracle | OTC / P2P / SCM Guru

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