Sales People
Overview
The Sales People feature in CustomBooks™ allows businesses to track sales by individual sales representatives. By assigning a Sales Person to sales documents, you can monitor sales activity and review sales performance for a selected time frame using the Sales by Representative report.
You can create and manage Sales People from the Lists or Sales menu and assign them to Sales Quotes, Sales Orders, Sales Invoices, and Cash Sales.
Viewing Sales People
To view the list of Sales People in CustomBooks™:
Navigate to Lists → Sales People or Sales → Sales People.
The Sales People list will display the available sales representatives in your account.
Creating a Sales Person
To add a new Sales Person to your account:
Navigate to Lists → Sales People or Sales → Sales People.
Click Create → New.
Enter the Sales Person's full name.
Enter a Code, or allow CustomBooks™ to automatically generate one.
Click Save or Save and Close to complete the process.
Once saved, the Sales Person will be available for selection on supported sales documents.
Tracking a Sales Person on Sales Documents
The Sales Person field is available on the following sales documents:
- Sales Quotes
- Sales Orders
- Sales Invoices
- Shipments
- Cash Sales
To assign a Sales Person to a sales document:
Open the sales document you want to create or edit.
Locate the Sales Person field. It can either be on the Main tab or the Addresses & Shipping tab.
Select the appropriate Sales Person from the drop-down list.
Complete the other required details and save the document.
Note: If the Sales Person you need is not listed, you can create a new Sales Person directly from the sales document.
Assigning Sales People to sales documents helps your business associate sales transactions with individual sales representatives for reporting and tracking purposes.
Deleting a Sales Person
If a Sales Person is no longer needed, you can delete the record from the Sales People list. However, a Sales Person who has been assigned to existing sales documents cannot be deleted until they are unlinked from all documents where they are used.
To delete a Sales Person:
Navigate to Lists → Sales People or Sales → Sales People.
Select the Sales Person you want to remove.
Click More Actions → Edit → Delete.
Alternatively, you can right-click the Sales Person, select Edit, and then choose Delete.
Important: Before deleting a Sales Person, review whether the record is still needed for your sales tracking and reporting.
Viewing Sales by Representative
CustomBooks™ provides a Sales by Representative report that allows you to review sales activity associated with individual Sales People for a selected time frame. You can generate either a Summary report to view sales totals by representative or a Detail report to review individual transactions.
Generating the Sales by Representative Report
To generate the report:
Navigate to Reports → Sales by Representative.
Under the Periods section, select a preset or specify the reporting period you want to review.
Under General, select the desired Report type:
Summary – Displays the total sales amount for each Sales Person.
Detail – Displays individual sales transactions associated with each Sales Person, including document details and amounts.
Select the Accounting method to use for the report, such as Accrual.
For the Summary report, select the Display period by option to determine how the report groups amounts by period. You can also configure the Sort field to control the report's sorting.
Click Run report to generate the report using your selected settings.