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Create New Sales Person In The Contacts Menu
Create New Sales Person In The Contacts Menu

A salesperson's data consists of information from your sales employees that can be used to determine the distribution of sales commissions.

Christian Wijaya avatar
Written by Christian Wijaya
Updated yesterday

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.

To create a new sales person contact data, you can follow the steps below:

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 be able to select a sales person when making a sales transaction, the Group from your user need to have the SalesPerson role in the Sell menu.

User group

Notes:

To be able to create a new sales person data in the Contacts menu, the Group from your user need to have the SalesPerson role in the Contacts menu


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) Create New Sales Person In The Contacts Menu


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