A sales person 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 sales person is used to indicate the goods being sold are assisted by the sales person so that when the commission is distributed, it can be directly filtered based on the name of the sales person.
Step 1. Go to Contacts, Select Sales Person Tab, then Click Add Button
Step 2. Fill Sales Person Detail Form, then Click Save
Notes: to add a new sales person you have to role access on sell menu in menu users - group
Index Properties :
Column | Data Type | Example |
Name* | string | John Doe |
Code | string | Sales-01 |
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 :
You might also like to read these articles below :
To add sales group, you can check this article Add Sales Group
To split sales commission, you can check this article Split Sales Commission
If you want to add sales person group commission, you can check this article How to add Sales Person Group Commission
If you want to see the sales person commission report, maybe you can check the steps in this article Report Sales Person Commission
