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Add New Sales Person

A sales person is data from your sales employees that you can use to determine the distribution of commissions in sales.

Christian Wijaya avatar
Written by Christian Wijaya
Updated over a year ago

A salesperson is an employee who commercializes a certain company’s products or services. They are also known as sales representatives or salesmen and their main function is to persuade customers to purchase what they are offering.

Usually, a salesperson is used to indicate the goods being sold are assisted by the salesperson so that when the commission is distributed, it can be directly filtered based on the name of the salesperson.

Step 1. Go to Contacts (Sales Person), then Click Add Button

Menu Contacts - Sales Person

Step 2. Fill Sales Person Detail Form, then Click Save

Fill sales person information

Roles sales person

Notes :

To add a new salesperson you have to role access the sell menu in the menu users, on the group's tab.


Index Properties

Column

Data Type

Example

Name*

string

John Doe

Code

string

Sales-01

Email

string

Phone

number

+6281087431

Address

string

Muara Karang B5 No.51

Monthly Sales Target

number

1.000.000

Sales Group

Option

Junior

Suspend

Option

no

Outlet

Option

Outlet 1

(*) is required


(Tutorial Video) Add New Sales Person


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