Salesperson setup

Salesperson setup

About the Salespersons function

The Salespersons page enables you to create and manage your salespeople in Unleashed. These salespeople can be associated with sales orders allowing you to view which salesperson is related to each sale. You can then report on this using several enquiries which can give you an easy way to work out commissions. 

You can access the Salespersons menu via Settings | Salesperson.

You can also set up a default salesperson on a customer so that each time an order is created it uses that salesperson; you do this on the customer file. 

 

Salesperson page

The following screen shot illustrates all the available functions and features available to you.


 

Using the Salesperson function

How to set up a new sales person

  1. simply enter their full name and email into the boxes provided and click Add. 
  2. This should then make them available to be selected on an order or customer.At any point you can change the name or email of a Salesperson by clicking on that field and editing it.
  3. If you no longer need a particular salesperson you can also Obsolete them by ticking the box on the far right.

 

Salespersons video tutorial




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