Sales People
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:
- Navigate to Lists > Sales People or Sales > Sales People.
- Click Create > New.
- Enter the Sales Person's full name.
- Click Save or Save and Close to complete.
Deleting a Sales Person
To delete a Sales Person:
- Go to Lists > Sales People or Sales > Sales People.
- Select the Sales Person you wish to remove.
- 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.
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