How can I track sales made by a salesperson?

A salesperson refers to the person who interacts with the customer and makes the sale. In Zoho Books, you will be able to associate the salesperson to an invoice.

To track the sales made by a salesperson:

• Go to Reports > Sales > Sales by Salesperson.
• Select the salesperson whose sales you want to track.

• Related Articles

• How can I associate a salesperson with a particular invoice?

  You can associate one salesperson with an existing or a new invoice. To associate a salesperson with a new invoice: Go to the Sales module on the left sidebar and select Invoices. Click + New on the top right corner of the page. On the New Invoice ...

• How do I record an advance payment I’ve made to a vendor?

  You can record an advance payment made to a vendor as credits and apply this amount on a bill that you later raise in his name. Select the concerned vendor from the Contacts tab. Click on New Transaction and select Bill payment. Enter the amount and ...

• Can I manually record a mileage expense which I’ve made through my company card?

  To create a mileage expense from a card transaction manually: Click the + icon next to Expenses on the left sidebar. Navigate to From Cards tab and click Convert to Expense at the right corner of the transaction you want to convert to an expense. ...

• Zoho CRM Understanding Inventory Template Builder

  Components of Template Builder The template builder is made up of various components that can be dragged and dropped on to the template. Header and Footer Header and footer are available at the beginning and the end of the template. You can add them ...

• How do I record a refund for the advance payment I received from a customer?

  To record a refund for the advance payments received from a customer: Go to the Sales tab on the left sidebar and select Customers. Select the customer for whom you want to record a refund. On the customer details page, click the Unused Credits. A ...