Zoho Inventory

Salespersons

A salesperson needs no introduction. With your products as their pickup lines, they thrive at every opportunity given to them to woo customers. Converting a ‘No’ to an ‘Yes’ and pumping numbers makes them tick. So let’s take a look at how you can manage your salespersons in Zoho Inventory.


Enabling Salespersons in Your Organization

To enable salespersons:

Image of accessing preferences

Screen shot of general in Preferences


Adding a New Salesperson

To add a new saleperson,

Fresh Sales person drop-down

Add new sales person

save & select sales person


Merging Salespersons

To merge two or more salespersons,

Sales person drop-down

Select sales persons

Merge sales persons

confirmation


Marking a Salesperson inactive

To deactivate salespersons,

Sales person drop-down

Select sales persons


Marking a Salesperson active

To deactivate salespersons,

Sales person drop-down

Select sales persons


Deleting Salespersons

To delete salespersons,

Sales person drop-down

Select sales persons

Note: Salespersons who have been associated to existing trnsactions cannot be deleted. You can instead mark them as inactive.


Sales by Salesperson report

For this, we are currenlty dependent on the integration between Zoho Books and Zoho Inventory. On integrating your Zoho Inventory organization with Zoho Books, you will be able to access a sales by salesperson report in Zoho Books under the Sales Reports section to monitor the sales performed by your salespersons on Zoho Inventory. Learn more about the Sales by Salesperson report in Zoho Books

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