Sales Area, Sales Type, Sales Person, Sales Group

  • Author: Support

1. Sales Area

Purpose

In this form you can define as many Sales Areas as you need. These areas can be later used to view and filter reports.

Procedure

  • Enter the name of the area you wish to add under Area Name input field and click Add new.
  • In order to edit existing areas, simply click on the edit icon beside the area name.
  • To remove an area, click on the delete icon.

Tips and Tricks

Assign Sales Areas to individual Customer Branches. View report sales by Sales Areas.

2. Sales Type

Purpose

Sales Types allow you to define pricing levels for specific types customers. A very common separation is between retail and wholesale customers. Depending on your primary customer base, you may either provide a discount or up-charge for a particular group.

For example, if 75% of your business is wholesale, and the balance retail, you would likely use your wholesale pricing as your base price list, and add some kind of up-charge for your retail customers:

  1. Wholesale – base
  2. Retail – 1.25 (25% up-charge)

Were the roles reversed, you may do something like:

  1. Retail – base
  2. Wholesale – 0.75 (25% discount)

Promotions, penalties for habitually late-paying or problematic customers, or any other situation where you may want to provide a standard deviation on all items a specific customer may buy.

sales_types- copy

Procedure

  • New Sales Type:
    1. Enter the name of the new Sales Type under Sales Type Name.
    2. Enter the factor by which to adjust base pricing.
    3. Check the Tax included box if taxes should be a factor when making the calculation.
    4. Click Add new.
  • Modify Sales Type: Click the edit icon and follow the instructions for creating a new group. Click Update to complete, or Cancel to go back.
  • Delete Sales Type: Click the delete icon to remove a Sales Type.

Tips and Tricks

  • A Sales Type may not be deleted if any transactions using it exist.
  • Create a list of Sales Pricing for each Sales Type

3. Sales Man

Purpose

In this form you can add/edit and delete your sales persons details. Also you can add a 2 level Provision / commission for each one of them.

sales person

Procedure

Regarding “Provision” Function: If you have Sales Persons that get provision (commission) on what they sell, e.g.10% (Provision) of sales up to Rs. 200,000 (Break Pt.) and then a lower or higher percent (Provision 2) of the rest the sales person sales.

If you check the check box “Show also Inactive” an extra column will appear in the table to give you the ability to inactivate an active sales person or activate an active one.

Tips and Tricks

You can set the values as 0 if you do not intend to use them. Assign Sales Persons to individual Customer Branches. Report sales by Sales Persons.

4. Sales Group

Purpose

Define customer groupings and/or classifications. This is useful for tracking sales figures for a particular sub-set of your customer base. This may be something as simple as:

  1. Small
  2. Medium
  3. Large

An example of a more complex customer group for a building supplies company may be:

  1. Small Genset Manufacturer
  2. Large Genset Manufacturer
  3. Small Textile Parts Mfg
  4. Large Textile Parts Mfg
  5. Small General Contractor
  6. Large General Contractor
  7. Retail Customer

The number, and complexity, of these groups are up to your discretion.

Procedure

  • Enter the name of the group you wish to add under Group Name input field and click Add new.
  • In order to edit existing groups, simply click on the edit icon beside the group name.
  • To remove a group, click on the delete icon.

Tips and Tricks

Assign individual Customer Branches to specific Sales Groups.

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