With the Salesperson feature, sales may be tracked by individual Sales persons. The Sales reports will list sales by a given sales person (or persons) for a given timeframe.
Tracking the Orders
The field is located on Sales Quotes, Sales Orders, Sales Invoices and Cash Sales. To use the feature, simply choose the appropriate sales person from the drop down list. If the sales person is not in the list, a new entry may be made on the fly by clicking the green plus button.
Creating a Salesperson
Create on-the-fly while editing a sales document.
- In the drop-down menu, click the green plus icon.
- Enter the name in the Salesperson field.
- Click Save and Close.