invoices

Who is a sales person? How can I track sales made by a sales person?

A sales person refers to the person assigned to that particular invoice, and will represent you in all the transactions that take place with that particular customer. When you generate reports to review your overall business for a particular period of time, you can choose to view the sales break up according to how many sales each person has carried out, which could be useful while deciding incentives and bonuses.

To track sales made by a sales person:

  • Go to the Reports tab on the left sidebar.
  • Select the report Sales by Sales Person under Sales.
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