Zoho Inventory

Help Docs

Sales persons

A sales person 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 sales persons in Zoho Inventory.

Guide Layout:

Enabling sales persons for your organization

To enable sales persons,

Image of accessing preferences

Screen shot of general in Preferences


Adding a new sales person

To add a new sale person,

Fresh Sales person drop-down

Add new sales person

save & select sales person


Merging sales persons

To merge two or more sales persons,

Sales person drop-down

Select sales persons

Merge sales persons

confirmation


Marking a sales person inactive

To deactivate sales persons,

Sales person drop-down

Select sales persons


Marking a sales person active

To deactivate sales persons,

Sales person drop-down

Select sales persons


Deleting sales persons

To delete sales persons,

Sales person drop-down

Select sales persons

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


Sales by Sales Person 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 sales person report in Zoho Books under the Sales Reports section to monitor the sales performed by your sales persons on Zoho Inventory. Learn more about the Sales by Sales Person report in Zoho Books

TOP