Split Sales Amounts

Description

By default, when it comes to sales statistics, the main salesperson (the one assigned in the sales header or line) will get 100% of the sale, regardless of how many salespeople took part in it. When you add additional salespeople to a sales document (or a particular sales line), however, you can assign a Sales % to each one of them, which will be taken from the main salesperson.

If you add an additional salesperson, for example, and set a 20 sales % for them, this means that they will get this sales percentage, and the main salesperson will get the remaining 80%. This will affect not only the generated sales stats and its reports but also any sales targets set for them.

Sales Lines

Note that, in addition to adding additional salespeople to the document (or any of its lines), you can assign a particular salesperson to any sales line. This salesperson will be treated as the main salesperson for the line, and the sales amounts will be assigned to them, instead of the salesperson assigned to the sales header.

Sales lines can also have their own list of additional salespeople assigned to them, each getting a different % of the sales amount.

Update Posted Documents

While the salespeople assigned to a sales document can not be modified once the document has been posted, the share of the sales amount that was assigned to each additional salesperson can be updated after the fact.

Use the Edit Sales % action, available in the list of additional salespeople for a posted invoice or credit memo, in order to change the % of the sale that belongs to each one (the main salesperson will always get the remaining % of the sale).