In Unleashed, assigning salespeople allows businesses to track sales performance effectively and link transactions to individual team members. This guide walks you through the steps to create a salesperson in the system and ensures they are associated with sales orders seamlessly.
Adding a salesperson is independent of your user license count in Unleashed. Salespeople do not need to be users in the system, so creating them will not affect your user limits.
By adding salespeople in Unleashed:
You can monitor sales metrics by individual contributors.
Reports provide more granularity, enabling better performance evaluation.
Streamlines your sales tracking and operational workflows.
Setting up salespeople in Unleashed enhances your ability to track and evaluate sales activity. By following these steps, you can easily create and manage salespeople to optimize your business processes.
Creating sales orders is a fundamental step in ensuring a streamlined and organized approach to your inventory. It not only helps in tracking sales but also plays a pivotal role in maintaining accurate stock levels, and preventing overstock or ...
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 ...
Reorder report is a powerful tool for inventory management, enabling you to stay on top of stock levels and streamline your reordering process. Whether you're managing stock across multiple warehouses or trying to avoid stockouts, the Reorder Report ...
About Serial Number Tracking The Serial Number Tracking feature enables you to store serial numbers in Unleashed and attach them to related products. You have the ability mark specified products as 'Serialized', and then track those 'Serialized' ...
About Batch Number Tracking Batch Number Tracking allows you to track a batch of products from its creation, right through to its sale. Batch Number Tracking can be used with any assembly in Unleashed; this enables continuous monitoring of a ...