How can I associate a sales person with a particular invoice?
One sales person may be associated to a particular invoice. You can do this by,
- Opening the specific invoice.
- Go to the ‘Sales person’ field.
- Select an existing sales person from the drop-down to associate him/her with the invoice.
- You may also create a new entity if a new sales person is going to be handling that transaction. To do so, click on + Manage Sales Persons.
- In the pop-up that follows, click on + Add new Sales Person, enter the name of the person and select the Save and Select button.
- You can also disable or delete existing sales persons from here.
- Therefore, the new name you enter will be stored under the ‘Sales person’ drop-down whenever you create a new invoice.