Sales Person

A Sales Person is someone who sells your goods or services and handles customer relationships. In ERPNext, Sales Persons may also be a sales team member, business development executive, or account manager.

Sales Persons are defined in a hierarchical way in ERPNext, meaning you can define a top-level Sales Person (or Sales Manager) and then define other Sales Persons as subordinates underneath. This hierarchy assists in organizing sales teams, assigning territories, and in evaluating team performance.

To view the list of Sales Persons, click on:

Or

1. How to make a Sales Person

1. Go to the Sales Person list and click New.
2. Enter Sales Person Name.
3. Select the associated Employee record (optional, though strongly advisable as this links the Sales Person to HR data such as attendances, payroll etc and also entry of personal records).
4. Check the Group Node box if you wish to make this Sales Person a parent node for other Sales Persons to be created under them. For instance, you might have a National Sales Head as a group node and Regional Sales Executives as their subordinates.
5. Click on Create New to save the record.

After it has been created you can then go and are able to associate this Sales Person to transaction and reports so that you could have a better tracking of your sales so you can calculate your commissions.

2. Features

2.1 Sales Person in Transactions

A Sales Person may be assigned directly to sales transactions like:

• Sales Orders
• Delivery Notes
• Sales Invoices

You are able to assign one or more Sales Persons to a transaction, and if you.match. more than one Sales Persons, you are able to split their contribution percentage. The contribution percentage is applied for calculating commissions, sales performance analysis, and team performance monitoring.

2.2 Assign Sales Targets to Sales Person

You can allocate Sales Targets to every. Match. Sales Person and monitor their progress throughout the fiscal year. Targets can be allocated on:

• Category wise (e.g. Electronics , Dress , Furniture)
• Fiscal Year
• Target Quantity (number to sell)
• Target (sales value)
• Target Distribution (monthly/ quarterly distribution)

ERPNext is set up automatically to track the success of Sales Person towards such targets and create reports to determine performance.

3. Related Topics

• Sales Order
• Sales Person Target Allocation
• Delivery Note
• Sales Invoice
• Sales Cycle

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