Summary
A salesperson is an individual whose job is to sell products or services to customers or even to other businesses. Salespeople play a vital role in generating sales revenue for the business. Based on their contribution, they may earn commissions, and in some businesses, even their salary is determined by the sales they close.
These are some of the scenarios in which a business cannot generate an invoice and use a delivery challan to move goods.
For example, in industries like automotive or garments, where high-value items, custom solutions, or personalized customer service are involved, sales are typically finalized with the direct assistance of a salesperson. In such businesses, the information and service provided by the salesperson can significantly influence the customer’s buying decision. As a result, salespeople are often rewarded with commissions based on their contribution to the overall sales revenue.
Scenario
Imagine you run a garment business with eight salespeople working across four departments, with two people assigned to each department on rotation. To keep your sales team motivated, you want to reward them with a monthly commission in addition to their salary. This commission will be based on each salesperson’s contribution to the total sales revenue. The higher their contribution, the higher their commission.
In Zoho POS, you can easily manage this process by creating salesperson profiles and assigning them to invoices and orders they assist with. Their performance can then be tracked using the Sales by Salesperson report, which provides clear insights into how much each salesperson has contributed to your overall sales. This makes it simple to calculate commissions accurately and even help you recognize your top contributors.
Let’s see how to enable and add a salesperson in Zoho POS.
Enable Salesperson
By default, the salesperson role is enabled for every organization. If you don't find a salesperson field in your invoice/order creation or edit screen, you can enable it in the Settings.
Note
Salespeople won't be considered users, and they can't be associated with one.
To enable salespeople:
Navigate to Settings > Preferences > General.
Click the checkbox next to the I want to add a field for salesperson option to unlock a Salesperson field on your sales transactions where you can add and associate salespeople to these transactions.
Select the Save button.
Add a Salesperson
You can only create a salesperson through an invoice or order in the Zoho POS web application.
To add a new salespeople:
Create a new sales order or an invoice.
On the sales order/invoice creation page, select the Salesperson field.
Click on the Manage Salespersons option from the drop-down.
Click on the + New Salesperson button.
Fill out the required details in the Name and Email field and click the Save and Select button to add the new salesperson both to the Zoho POS web and to that sales transaction in the Manage Salespersons pop-up screen.
This salesperson will henceforth be available inside the Salesperson drop-down, and can be associated with future sales transactions.
Actions on salesperson
Merging salesperson
When a salesperson leaves your organization, you may need to transfer their invoices and orders to another salesperson. This can be achieved using the merge option, which allows you to combine two or more salespersons into a single master salesperson. All transactions from the salesperson/salesperson's will be assigned to the selected master salesperson, helping ensure a smooth handover and keeping your records up to date.
Create/edit a new sales order or an invoice.
On the sales order/invoice creation/edit page, click the Manage Salespersons creation page, select the Salesperson option from the drop-down.
Select two or more salespeople and click Merge in the Manage Salespersons pop-up screen.
You can select the master salesperson to which all the transactions of the other salespeople will be associated in the Select Master Salesperson pop-up screen.
Click the Continue button.
When you are ready, click the Continue button.
Disable salesperson
You can disable any salesperson temporarily and enable them later if required.
Create/edit a new sales order or an invoice.
On the sales order/invoice creation/edit page, click the Manage Salespersons creation page, select the Salesperson field
Click on the Manage Salespersons option from the drop-down
Select the salespeople to be disabled in the Manage Salespersons pop-up screen
Click the More Actions button and select the Mark as Inactive option from the drop-down.
This will be followed by a success message and the salespeople will be deactivated.
You can follow the same steps in an invoice or order to make the inactive salesperson active again.
Delete salesperson
You can also delete salespersons and remove them from the organization. However, if a salesperson is associated with any invoice or order, they can not be deleted since they are accounted for these transactions. These salespeople can only be made inactive.
Create/edit a new sales order or an invoice.
Select the Salesperson field in the sales order/invoice creation/edit page.
Click the Manage Salespersons option from the drop-down.
Select the master salespeople to be deleted a in the Manage Salespersons pop-up screen.
Click the More Actions button and select the Delete option from the drop-down.
A success message will appear and the salespeople will be deleted.
Salesperson in POS
Once you add a salesperson via invoice or order, they will available inside the Salesperson drop-down in your Windows POS too. You can also map these salesperson to orders or invoiced created through your POS application.
Salesperson in Windows
Log in to your Window Point of Sale application.
Create a new sales order/invoice.
Click Shift + F10 or click Salesperson.
Select the salesperson in the pop-up.
Enter the required details for the transaction and proceed to check out.
Salesperson in Android/iOS
Log in to your Android/iOS Point of Sale application.
Add items to the cart and click Go to Cart.
Click the three dotted icon.
Click the Salesperson option.
Select the salesperson.
Enter the required details for the transaction and proceed to Checkout.
Sales by Salesperson
You can get a comprehensive view of the sales handled by each sales representative in your organization with the Sales by Salesperson report. This report includes key metrics such as invoice count, invoice sales, credit note count, and more. Business owners can use this report to track salesperson performance and take any necessary actions.
Log in to the Zoho POS web application.
Navigate to Reports.
Select Sales by Sales Person report under the Sales module.
