How to change sales person for particular sales invoice only?

How to change sales person for particular sales invoice only?

How to change sales person for particular sales invoice only? Helps you change a sales person for a particular sales Invoice Alok Patel

Sales person is assigned to a customer at the time of creating a new customer itself and comes in invoice from "Customer Master"

In case you want to change the Sales person in only a particular Invoice, you can do so by following the procedure:

  • On the dashboard of finance module, search for "Sales Invoice List" in the universal search bar and select it ( as shown in figure)
  • Page would open with list of Invoices already created ( as shown in figure)
  • Open the invoice for which you want to change the Sales Person (as shown in figure)
  • Go to the section of "Sales Team" (as shown in figure)

You need to enter the following details:

  • Sales Person: Enter the name of Sales person for this transaction
  • Contribution%: Enter the percentage of his contribution for the transaction

Once added click on "Save" and "Submit"

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