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Zoho Inventory - Salespersons
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<a href="/inventory/help/warehouses/warehouse-operations.html">Warehouse Operations</a> </li> <li > <a href="/inventory/help/warehouses/transfer-orders.html">Transfer Orders</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Customers & Vendors</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/contacts/contacts-overview.html">Overview</a> </li> <li > <a href="/inventory/help/contacts/contact-details-page.html">Details Page</a> </li> <li > <a href="/inventory/help/contacts/manage-contacts.html">Manage Customers & Vendors</a> </li> <li > <a href="/inventory/help/contacts/customer-credit-limit.html">Customer Credit Limit</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Items, Groups and Composites</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/items/items-overview.html">Items</a> </li> <li > <a href="/inventory/help/items/item-groups.html">Item Groups</a> </li> <li > <a href="/inventory/help/items/composite-items.html">Composite Items</a> </li> <li > <a href="/inventory/help/items/item-managing.html">More Actions on Items</a> </li> <li > <a href="/inventory/help/items/item-details.html">Item Details Page</a> </li> <li > <a href="/inventory/help/items/saleschannel-items.html">Sales Channel Items</a> </li> <li > <a href="/inventory/help/items/stock-counts.html">Stock Counts</a> </li> <li > <a href="/inventory/help/items/item-categories.html">Item Categories</a> </li> <li > <a href="/inventory/help/items/price-list.html">Price Lists</a> </li> <li > <a href="/inventory/help/items/inventory-adjustments.html">Inventory Adjustments</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Bin Locations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/bin-locations/index.html">Bin Locations</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Advanced Inventory Tracking</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/advanced-inventory-tracking/batch-tracking.html">Batch Tracking</a> </li> <li > <a href="/inventory/help/advanced-inventory-tracking/serial-number-tracking.html">Serial Number Tracking</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Retainer Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/retainer-invoices/index.html">Overview</a> </li> <li > <a href="/inventory/help/retainer-invoices/manage-retainer-invoices.html">Manage Retainer Invoices</a> </li> </ul> </li> <li class="nested-menu open"> <b class="sub-menu-arrow pull-right line-arrow down "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Orders</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-orders/sales-orders-overview.html">Sales Orders Overview</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-creation.html">Creating Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-managing.html">Managing Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/other-actions.html">More Actions</a> </li> <li > <a href="/inventory/help/sales-orders/packages.html">Packages</a> </li> <li > <a href="/inventory/help/sales-orders/package-geometry.html">Package Geometry</a> </li> <li > <a href="/inventory/help/sales-orders/shipments.html">Shipments</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-cycle.html">Sales Order Cycle</a> </li> <li class="active" > <a href="/inventory/help/sales-orders/sales-persons.html">Salespersons</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/invoice/index.html">Invoices Overview</a> </li> <li > <a href="/inventory/help/invoice/record-payment.html">Recording Payments</a> </li> <li > <a href="/inventory/help/invoice/more-actions.html">More Actions</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Picklists</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/picklist/index.html">Picklist - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Payments Received</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/payments-received/payments-received.html">Payments Received</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Returns</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-returns/sales-returns-overview.html">Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Purchase Transactions</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/purchase-orders/purchase-orders-overview.html">Purchase Transactions - Overview</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-order-creation.html">Managing Purchase Orders</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-import-export.html">Importing & Exporting purchases</a> </li> <li > <a 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page" alt="Print this page" onclick="javascript:window.print()"> </form> <h2 class="product-logo to-print" translate="no"><img src="/inventory/images/inventory-icon-default.svg?v=2"/>Inventory</h2> <h1 id="salespersons">Salespersons</h1> <p>A salesperson needs no introduction. With your products as their pickup lines, they thrive at every opportunity given to them to woo customers. Converting a ‘No’ to an ‘Yes’ and pumping numbers makes them tick. So let’s take a look at how you can manage your salespersons in Zoho Inventory.</p> <div class="side-grid"><h2 id="in-this-page">IN THIS PAGE…</h2> <ul> <li><a href="#enable-sales-persons">Enabling salespersons for your organization</a></li> <li><a href="#adding-sales-persons">Adding a new salesperson</a></li> <li><a href="#merge-sales-persons">Merging salespersons</a></li> <li><a href="#sales-person-inactive">Marking a salesperson inactive</a></li> <li><a href="#sales-person-active">Marking a salesperson active</a></li> <li><a href="#deleting-sales-persons">Deleting salespersons</a></li> <li><a href="#sales-by-sales-person-report">Sales by Salesperson report</a></li> </ul> </div> <hr> <h3 id="enable-sales-persons">Enabling Salespersons in Your Organization</h3> <p>To enable salespersons:</p> <ul> <li>Go to <strong>Settings > Preferences > General</strong>.</li> </ul> <p><img src="/inventory/help/images/settings/gear-wheel-dropdown.png" alt="Image of accessing preferences"></p> <ul> <li>Navigate to the salespersons section on <em>General</em> preferences where you will find the following option - <strong>I want to add a field for salesperson</strong>.</li> <li>Check this option, to unlock a <strong>Salesperson</strong> field on your sales transactions where you can add & associate salespersons to these transactions.</li> </ul> <p><img src="/inventory/help/images/settings/pref-general.png" alt="Screen shot of general in Preferences"></p> <ul> <li>Select the <strong>Save</strong> button at the bottom of the <em>General</em> preferences page.</li> </ul> <hr> <h3 id="adding-sales-persons">Adding a New Salesperson</h3> <p>To add a new saleperson,</p> <ul> <li>Create a new sales order or an invoice.</li> <li>On the sales order/invoice creation page, select the <strong>Salesperson</strong> field.</li> <li>Click on the <strong>Manage Salespersons</strong> option from the drop-down.</li> </ul> <p><img src="/inventory/help/images/sales-orders/salesperson-1.png" alt="Fresh Sales person drop-down"></p> <ul> <li>This will trigger a sale person manager pop-up.</li> <li>Click on the <strong>+ Add new Salesperson</strong> button.</li> </ul> <p><img src="/inventory/help/images/sales-orders/salesperson-2.png" alt="Add new sales person"></p> <ul> <li>Fill in the name of the salesperson and click on the <strong>Save and Select</strong> button to add the new salesperson both to the system and to that sales transaction.</li> </ul> <p><img src="/inventory/help/images/sales-orders/salesperson-3.png" alt="save & select sales person"></p> <ul> <li>This salesperson will henceforth be available inside the <em>Salesperson</em> drop-down and can be associated to future sales transactions.</li> </ul> <hr> <h3 id="merge-sales-persons">Merging Salespersons</h3> <p>To merge two or more salespersons,</p> <ul> <li>Create/edit a new sales order or an invoice.</li> <li>On the sales order/invoice creation/edit page, select the <strong>Salesperson</strong> field.</li> <li>Click on the <strong>Manage Salespersons</strong> option from the drop-down.</li> </ul> <p><img src="/inventory/help/images/sales-orders/salesperson-4.png" alt="Sales person drop-down"></p> <ul> <li>This will trigger a salesperson manager pop-up.</li> <li>Select two or more salespersons.</li> </ul> <p><img src="/inventory/help/images/sales-orders/salesperson-5.png" alt="Select sales persons"></p> <ul> <li>Click on the <strong>Merge</strong> button.</li> <li>This will trigger a merge salesperson pop-up where you can select the master salesperson to which all the transactions of the other salesperson(s) will be associated.</li> </ul> <p><img src="/inventory/help/images/sales-orders/salesperson-merge-1.png" alt="Merge sales persons"></p> <ul> <li>Click on the <strong>Continue</strong> button.</li> <li>This will be followed by a confirmation pop-up as this is an irreversible process.</li> </ul> <p><img src="/inventory/help/images/sales-orders/salesperson-merge-2.png" alt="confirmation"></p> <ul> <li>When you are ready, click on the <strong>Merge</strong> button.</li> </ul> <hr> <h3 id="sales-person-inactive">Marking a Salesperson inactive</h3> <p>To deactivate salespersons,</p> <ul> <li>Create/edit a new sales order or an invoice.</li> <li>On the sales order/invoice creation/edit page, select the <strong>Salesperson</strong> field.</li> <li>Click on the <strong>Manage Salespersons</strong> option from the drop-down.</li> </ul> <p><img src="/inventory/help/images/sales-orders/salesperson-4.png" alt="Sales person drop-down"></p> <ul> <li>This will trigger a sale person manager pop-up.</li> <li>Select the salesperson(s) to be deactivated.</li> </ul> <p><img src="/inventory/help/images/sales-orders/salesperson-5.png" alt="Select sales persons"></p> <ul> <li>Click on the <strong>More Actions</strong> button.</li> <li>Select the <strong>Mark as Inactive</strong> option from the drop-down.</li> <li>This will be followed by a success message and the salesperson(s) will be deactivated.</li> </ul> <hr> <h3 id="sales-person-active">Marking a Salesperson active</h3> <p>To deactivate salespersons,</p> <ul> <li>Create/edit a new sales order or an invoice.</li> <li>On the sales order/invoice creation/edit page, select the <strong>Salesperson</strong> field.</li> <li>Click on the <strong>Manage Salespersons</strong> option from the drop-down.</li> </ul> <p><img src="/inventory/help/images/sales-orders/salesperson-4.png" alt="Sales person drop-down"></p> <ul> <li>This will trigger a sale person manager pop-up.</li> <li>Select the inactive salesperson(s) to be reactivated.</li> </ul> <p><img src="/inventory/help/images/sales-orders/salesperson-6.png" alt="Select sales persons"></p> <ul> <li>Click on the <strong>More Actions</strong> button.</li> <li>Select the <strong>Mark as Active</strong> option from the drop-down.</li> <li>This will be followed by a success message and the salesperson(s) will be reactivated.</li> </ul> <hr> <h3 id="deleting-sales-persons">Deleting Salespersons</h3> <p>To delete salespersons,</p> <ul> <li>Create/edit a new sales order or an invoice.</li> <li>On the sales order/invoice creation/edit page, select the <strong>Salesperson</strong> field.</li> <li>Click on the <strong>Manage Salespersons</strong> option from the drop-down.</li> </ul> <p><img src="/inventory/help/images/sales-orders/salesperson-4.png" alt="Sales person drop-down"></p> <ul> <li>This will trigger a saleperson manager pop-up.</li> <li>Select the salesperson(s) to be deleted.</li> </ul> <p><img src="/inventory/help/images/sales-orders/salesperson-5.png" alt="Select sales persons"></p> <ul> <li>Click on the <strong>More Actions</strong> button.</li> <li>Select the <strong>Delete</strong> option from the drop-down.</li> <li>This will be followed by a success message and the salesperson(s) will be deleted.</li> </ul> <p><strong>Note:</strong> Salespersons who have been associated to existing trnsactions cannot be deleted. You can instead mark them as inactive.</p> <hr> <h3 id="sales-by-sales-person-report">Sales by Salesperson report</h3> <p>For this, we are currenlty dependent on the integration between Zoho Books and Zoho Inventory. On integrating your Zoho Inventory organization with Zoho Books, you will be able to access a sales by salesperson report in Zoho Books under the Sales Reports section to monitor the sales performed by your salespersons on Zoho Inventory. <a href="/books/kb/invoices/sales-person.html">Learn more about the Sales by Salesperson report in Zoho Books</a></p> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for?</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/zohoinventorycall?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">漏 2023, Zoho Corporation Pvt. 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