To add salespeople in Epicor, they will need to be added to Work Force.
- Open Work Force
- The salesperson needs to be assigned a work force id, which normally is their employee number. This is the reason this is normally an HR function to maintain.
- Once you create their Work Force ID, you can try to see if they are already in the system as a contact by doing a Person / Contact search. If you find them, you can just choose the record and link them to the work force entry.
- Once you select or create the actual work force entry, you will need to assign the Role in the dropdown. If a role is not available that fits the users actual company role, it may need to be added to the list.
