Sales Persons / Salesman
Sales Persons, also called Salesmen, are the team members who sell to customers. Each one is linked to a user account so their individual sales can be tracked, their commission calculated, and the cash and bank balances they handle through POS terminals kept accountable.
How to Access
Go to the Sales tab, click Settings in the top right corner, and select Sales Persons from the navigation menu. Here you can view the current sales team, check their commission rates, and add new members.
Sales Persons List View
| Column | Description |
|---|---|
| Name | The display name of the salesperson. |
| User Account | The system user linked to this salesperson, used for login and tracking. |
| Phone / Fax / Email | Contact details. |
| Provision | The standard commission percentage earned on sales. |
| Break Pt | The turnover threshold that triggers the second commission rate. |
| Provision 2 | The commission percentage applied once the break point is reached. |
| Inactive | A toggle switching the salesperson between Active (No) and Inactive (Yes). |
| Actions | The pencil icon updates details; the trash can removes a salesperson. |
Tick Show also Inactive at the bottom of the list to include deactivated staff. Deactivating rather than deleting lets you reactivate someone later without losing their transaction history.
Adding a New Sales Person
Clicking + Add New opens a window with the following fields.
| Field | Required | Description |
|---|---|---|
| Select User | No | The system user to link to this salesperson. Each user can be linked to only one salesperson. Use the + icon to create the user first if they do not exist yet. |
| Sales person name | Yes | The full name of the staff member. |
| Telephone number | No | Contact number. |
| Fax number | No | Fax contact, where used. |
| No | Must be unique across salespeople. | |
| Provision | No | The base commission percentage. Must be between 0 and 100. |
| Turnover Break Pt Level | No | A sales target amount acting as the milestone for the higher commission bracket. |
| Provision 2 | No | The commission rate applied after the break point is exceeded. Must be between 0 and 100. |
Free plans are limited to five salespeople. Adding a sixth requires an upgrade — the limit is enforced when you link a user or an email address to a new salesperson record.
How commission is calculated
The two provision rates and the break point work together as a simple tiered scheme.
- Sales up to the Turnover Break Pt Level earn commission at the Provision rate.
- Once turnover passes that level, Provision 2 applies — normally a higher rate, to reward staff who exceed target.
- Leave the break point and second rate empty for a flat commission scheme.
POS and Cash Control
Beyond tracking sales, you can allocate specific Point of Sale terminals to your salesmen, which gives you control over:
- Cash Balance — real-time monitoring of physical cash held by the salesperson at their terminal.
- Virtual Payments — mobile and bank transfers they collect, reflected immediately in your financial reports.
- Accountability — every billed item and service is mapped to the person responsible for the transaction.
Where this is used
- As the Sales Person field on quotations, orders, deliveries and invoices.
- On the customer branch record, setting the default salesperson for that branch.
- In commission and sales analysis reporting.
A salesperson already named on transactions cannot be deleted. Set them inactive instead — deleting would break the commission history.
Related pages
- Sales Areas — the territories salespeople cover
- Quotation — where the Sales Person field appears
- Sales Types — price levels applied to customers