Sales People in CustomBooks™

The Sales People feature in CustomBooks™ allows businesses to track sales by individual sales representatives. The Sales by Representative report can provide a breakdown of sales by each Sales Person for a selected time frame.

Tracking a Sales Person on Sales Documents

The Sales Person field is available on the following sales documents:

• Sales Quotes
• Sales Orders
• Sales Invoices
• Cash Sales

To assign a Sales Person, simply select them from the drop-down list. If the Sales Person is not listed, you can create a new one directly from the document.

Viewing Sales People

To view a list of Sales People:

• Go to Lists > Sales People or Sales > Sales People.
  
  

Creating a Sales Person

To create a new Sales Person:

1. Navigate to Lists > Sales People or Sales > Sales People.
2. Click Create > New.
3. Enter the Sales Person's full name.
4. Click Save or Save and Close to complete.
   
   

Deleting a Sales Person

To delete a Sales Person:

1. Go to Lists > Sales People or Sales > Sales People.
2. Select the Sales Person you wish to remove.
3. Click More Actions > Edit > Delete, or right-click the Sales Person, select Edit, then choose Delete.
   
   

This feature simplifies sales tracking by associating sales transactions with individual team members.