Overview

This article will guide you through the process of managing salespersons in sales transactions in iVendNext.

1. Introduction to Sales Persons in iVendNext

Salespersons are the backbone of your sales team, and their performance directly impacts your business’s success. In iVendNext, you can assign salespersons to sales transactions, track their contributions, and generate reports to analyze their performance. This ensures that each salesperson’s efforts are recognized and rewarded appropriately.

2. Assigning Sales Persons to Sales Transactions

2.1 Adding Sales Persons to Transactions

To assign a salesperson to a sales transaction, follow these steps:

1. Open the Sales Transaction:

• Navigate to the relevant sales transaction (e.g., Sales Order, Delivery Note, or Sales Invoice).

2. Select the Sales Person:

• In the Sales Person field, select the appropriate salesperson from the dropdown list.

• If the salesperson is linked to the customer in the Customer Master, their name will automatically populate in the transaction.

3. Save the Transaction:

• Once the salesperson is selected, save the transaction. The salesperson’s contribution will now be linked to this transaction.

2.2 Setting Contribution Percentages

In cases where multiple salespersons are involved in a single transaction, you can assign contribution percentages to each salesperson. Here’s how:

1. Add Multiple Sales Persons:

• In the Sales Team section of the transaction, click on Add Row to include additional salespersons.

2. Assign Contribution Percentages:

• For each salesperson, specify their contribution percentage. The total contribution percentage for all salespersons must add up to 100%.

3. Save the Transaction:

• Once the contribution percentages are assigned, save the transaction. iVendNext will automatically calculate each salesperson’s contribution to the net total.

3. Calculating Sales Person Contributions

3.1 Automatic Contribution Calculation

When a sales transaction is saved, iVendNext automatically calculates each salesperson’s contribution based on the net total of the transaction and their assigned contribution percentage. For example:

• If the net total of a sales order is $1,000 and a salesperson has a 50% contribution, their contribution to the net total will be $500.

3.2 Handling Single Sales Person Transactions

If only one salesperson is assigned to a transaction, their contribution percentage will automatically be set to 100%. This ensures that the salesperson receives full credit for the transaction.

4. Generating Sales Person Transaction Reports

iVendNext provides detailed reports to help you track the performance of your salespersons. These reports include:

4.1 Sales Person-wise Transaction Summary

This report provides a summary of all transactions linked to a specific salesperson. To generate this report:

1. Navigate to Selling > Standard Reports > Sales Person-wise Transaction Summary.

2. Select the salesperson and the date range.

3. The report will display the total sales amount and contribution for the selected salesperson.

4.2 Sales Person Contribution Report

This report breaks down the contributions of each salesperson across multiple transactions. It is useful for analyzing individual performance over time. To generate this report:

1. Navigate to Selling > Standard Reports > Sales Person Contribution Report.

2. Select the salesperson and the date range.

3. The report will display the contribution percentages and amounts for each transaction.

5. Define Clear Contribution Policies

Before assigning salespersons to transactions, it’s important to define clear policies for contribution percentages. This includes:

• Single Sales Person Transactions: Automatically assign 100% contribution to the salesperson.

• Multiple Sales Persons: Define how contribution percentages will be allocated (e.g., based on effort, role, or agreement).