43 lines
2.3 KiB
Markdown
43 lines
2.3 KiB
Markdown
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#Sales Persons in the Sale Transactions
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In ERPNext, Sales Person master is maintained in [tree structure]({{docs_base_url}}/user/manual/en/setting-up/articles/managing-tree-structure-masters.html). Sales Person table is available in all the Sales transactions where you can select Sales Person who worked on that specific sales transaction.
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Sales Persons can be updated in the Customer master as well. On selection of Customer in the transactions, default Sales Persons for that Customer will be auto-fetched.
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<img class="screenshot" alt="Sales Person Customer" src="{{docs_base_url}}/assets/img/selling/sales-person-transaction-1.png">
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####Sales Person Contribution
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If more than one sales persons are working together on an order, then contribution % should also for each Sales Person, based on their effort.
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<img class="screenshot" alt="Sales Person Order" src="{{docs_base_url}}/assets/img/selling/sales-person-transaction-2.png">
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On saving transaction, based on the Net Total and %Contriution, Contribution to Net Total will be calculated for each Sales Person.
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<div class=well>Total % Contribution for all Sales Person must be 100%. If only one Sales Person is selected, then % Contribution will be 100.</div>
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####Sales Person Transaction Report
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You can check Sales Person Transaction Report from:
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`Selling > Standard Reports > Sales Personwise Transaction Summary`
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This report can be generated based on Sales Order, Delivery Note and Sales Invoice. It will give you total amount of sales made by an employee over a period.
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<img class="screenshot" alt="Sales Person Report" src="{{docs_base_url}}/assets/img/selling/sales-person-transaction-3.png">
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####Sales Person wise Commission
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ERPNext doesn't calculate commission payable to an Employee, but only provide total amount of sales made by him/her. As a work around, you can add your Sales Person as Sales Partner, as commission calculation feature is readily available in ERPNext. You can check Sales Partner's Commission report from
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`Accounts > Standard Reports > Sales Partners Commission`
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####Disable Sales Person Feature
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If you don't track sales person wise performance, and doesn't wish to use this feature, you can disable it from:
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`Setup > Customize > Features Setup`
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<img class="screenshot" alt="Disable Sales Person" src="{{docs_base_url}}/assets/img/selling/sales-person-transaction-4.png">
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