Create New Salesperson and Assign Salesperson Contribution

Create New Salesperson

1. Select Human Resource -> Employee 

           

2. Select one of the existing employee (for e.g. Puah Lay Teng) -> Menu -> click Duplicate to create new Employee. 

              

 

3. When duplication is made, the screen would filled up with Puah Lay Teng's details as shown below. Please change the Salutation, Full Name, User ID (as per User Login ID) and other particulars that are necessary. After filling up the details, click save.

 

                

4. You should be able to see new employee code EMP000005 created. 

                     

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

                 

                                                    

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

                                        

                                                              

Assign Salesperson Contribution for respective Customer

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

                       

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

                      

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