Sales Person

Sales Persons are individuals responsible for selling your products or services. Tracking sales by salesperson helps measure performance, calculate commissions, and manage territories.

Creating a Sales Person

1. Go to Selling > Sales Person and click New.
2. Enter the Sales Person Name.
3. Select the Employee link (if the salesperson is an employee).
4. Check Is Group if this is a team leader or manager.
5. Set the Parent Sales Person for team hierarchy.
6. Check Enabled.
7. Click Save.

Sales Person Hierarchy

You can create a sales team structure:

Sales Director
  ├── Regional Manager (Riyadh)
  │   ├── Salesperson A
  │   └── Salesperson B
  └── Regional Manager (Jeddah)
      ├── Salesperson C
      └── Salesperson D

Assigning to Transactions

Assign a Sales Person to:

• Customer: Default salesperson for all transactions with this customer
• Quotation / Sales Order / Sales Invoice: Salesperson responsible for this specific transaction

Sales Person Reports

Track performance with:

• Sales Person-wise Sales Analytics: Revenue by salesperson
• Sales Person Commission: Calculate commission based on achieved sales
• Sales Partner Target vs Achievement: Track against targets
• Sales Person-wise Transaction Summary: All transactions per salesperson

Sales Partners

Sales Partners are different — they are external partners or agents who earn commission on sales, not employees.

Related Topics

• Sales Partner
• Customer
• Sales Order