How to Enable/Disable Salesman and track their sales

Created by Book Keeper Team, Modified on Tue, 22 Jul at 11:09 AM by Book Keeper Team

In most of the retail stores, there is always salesperson or salesman and owners usually want to track sales by salesperson, so that they can find out their targets, who has met the target and provide them incentives.



Go to Settings > Template Settings > Header and enable Salesperson.

Now salesperson field will appear while creating invoice.


Once you have started creating sales, you can track sales in Sales Register report and filter by salesperson.



Now, suppose a salesperson has left the company/business, and you do not want his name to be displayed in the list. In that case, you can disable or mark inactive that salesperson.
For this, go to Settings > Transaction Settings > Misc. Untick the salesperson you want to mark inactive.

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