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Create New Salesperson and Assign Salesperson Contribution

Create New Salesperson

1. Select Human Resource -> Employee 

           add-employee.png

2. Select New to create new Employee 

              New--Employee.png

3. Fill in the particulars of the employee to be added. Please ensure the User ID (created in User) is allocated. 

                SF---New-Employee-details.png

4. After save, you should be able to see new employee code EMP000005 created. 

                     Isaac---new-employee.png

5. Select Selling -> Salesperson -> Add child (allocate Salesperson name)

                  add-salesperson.png

                                                    add-child---salesperson.png

6. Allocate Salesperson name and employee ID created earlier -> create new -> new Salesperson is created as follows. 

Isaac---new-employee.png                                        new-salesperson-tree.png

                                                              Isaac---Sales-person-tree.png

ToAssign assignSalesperson Sales PersonContribution for arespective particular Customer. Customer

1. Select Customer -> Sales Team -> Add row to allocate relevant Salesperson -> allocate Contribution % -> Save

                       contribution-allocation-in-customer.png

2. When create Sales Order/Sales Invoice, sales contribution would be assigned according to the allocated contribution % from 1 above.  

                      Sales-order---grand-total.png

For e.g. the contribution % allocated earlier was 50% to Ping and Cheah, the grand total would be allocated 50% each as shown below. 

                     allocated-contribution-portion.png

Say, incentives given is 10% of contributed amount for each sales person, the 10% portion can be added from the editing row accordingly (refer below for reference). 

                                                       incentives-assigned.png

                   incentives-screenview.png

 

 

 

 

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