Sales Representatives
This document provides instructions on how to assign staff members as Sales Representatives to customers in the system. This feature is beneficial for tracking customer sales on a sales rep basis, especially for commission reporting purposes.
Assigning a Sales Rep to a Customer
To assign a sales rep (staff member) to a customer, follow these steps:
Go to Setup > Customers.
Click on the customer you want to edit.
Click the Account / Payment Terms sub-heading to expand it.
Select a staff member from the Sales Representative dropdown list.
Reporting
After assigning sales reps to customers, you can generate various reports related to sales reps under Reports > Sales. Some of the available reports include:
Sales by Sales Representative
Sales by Sales Representative (Customer Ranking)
Sales by Sales Representative (Summary)
These reports provide valuable insights into sales performance based on the assigned Sales Representatives.