Sales Persons in the Sales Transactions
In BizCentric, the Salesperson master is organized in a hierarchical tree structure and is accessible for selection in all sales transactions.
Salespersons’ details can also be modified within the Customer master. When a customer is chosen in transactions, the Salespersons assigned to that Customer will automatically populate into the sales transaction.
Salesperson Contribution
If more than one salesperson is working together on an order, then contribution (%) should be set for each Salesperson.
On saving transaction, based on the Net Total and Contribution (%), Contribution to Net Total will be calculated for each Salesperson.
Total % Contribution for all Salesperson must be 100%. If only one Salesperson is selected, then % Contribution will be 100.
Salesperson Transaction Report
Check Salesperson’s Transaction report from:
Selling > Standard Reports > Sales Person-wise Transaction Summary
This report can be generated based on Sales Order, Delivery Note and Sales Invoice. It will give you total amount of sale made by an employe.
Salesperson wise Commission
In BizCentric, only the overall sales amount attributed to a Salesperson is provided. If you wish to offer commission to Salespersons, you must designate them as Sales Partners in BizCentric. For Sales Partners, you have the option to specify a Commission percentage. Upon selection of a Sales Partner in a sales transaction, the Commission Amount is calculated based on the Net Total. You can review the commission report for Sales Partners at:
Accounts > Standard Reports > Sales Partners Commission