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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