If you have a massive sales team in the field, it will be tough to enter a SalesPerson code every time you need to add a new SalesPerson. We provide additional configurations to automatically generate a SalesPerson code when adding a SalesPerson contact. You would get a more detailed explanation in the tutorial below.
Table of Content :
I. Activate Configuration
Step 1. Go to Setup and click Module
Step 2. Click Contact tab
In the SalesPerson code generator configuration, you can switch it to Yes, then click Save.
II. Configure Starting Number
Step 1. Go to Setup menu, click more menu and choose Generator
Step 2. Input your starting number here
Congratulations! For now, the SalesPerson code will be automatically generated.
You might also like to read this article :
For how to add SalesPerson, please check this article : Add New Sales Person
Want to input SalesPerson in bulk ? Import Sales Person via CSV
To view the SalesPerson commission report, check out these articles : Report Sales Person Commission
If you have a lot of Sales Person and need to generate the Sales Person code automatically, DealPOS can fulfill your needs. Try it for free for 14 days by clicking the image down below :