Salesman

Salesman Management

This module allows you to register and manage your sales staff within the system. By creating a Salesman profile, you can assign employees to specific sales channels, track their sales activities, and allow the system to automatically recognize them when they enter orders.

When Do I Use This?

• When a new salesperson is hired and needs to be selectable on sales orders or invoices.
• When you need to assign an existing employee to a specific sales team or channel (like Wholesale or Retail).
• When a salesperson leaves the company or changes roles and needs to be removed from the active sales list.

How To Use

Adding a New Salesperson

1. Navigate to the Salesman module from the main menu.
2. Click + New to create a new profile.
3. Select the employee from the Party dropdown list.
4. Assign them to a Sales Channel.
5. Ensure the Active checkbox is ticked.
6. Add any relevant details in the Note section.
7. Click Save.

Deactivating a Salesperson

Instead of deleting records, you should deactivate staff members who no longer process sales. This preserves your historical sales data.

1. Open the existing salesperson's profile.
2. Uncheck the Active box.
3. Click Save.

Field Descriptions