Selling · Guide 237 of 624

Sales persons

Sales persons in RockifyERP record who made each sale, for targets, commission and reports.

How to do it in RockifyERP

  1. Go to Selling › Sales Person (tree view) and add each person, linked to their employee record.
  2. Set their commission rate if they earn commission.
  3. Add them to the Sales Team table on orders and invoices, with their contribution percentage.

Tip: Set a default sales person on each customer so it fills in automatically.

Related RockifyERP guides

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