Sales and Purchase

Salesperson selection and tracking

When more than one person sells, "who sold this" is a question the bill should answer, not a conversation at month end.

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Attribution changes behaviour

A shop with three people on the floor, or a business with field staff, has a measurement problem: turnover is known and who produced it is not. Incentives get paid on impressions, and the person quietly doing the most rarely gets the credit.

Recording the salesperson on the bill makes it a fact. It also makes the harder question answerable — not just who sold the most, but who sold at the best margin, which is rarely the same person.

Attributing a sale

  1. 1Keep staff on record

    The same list attendance and payroll use.

  2. 2Pick the salesperson

    On the bill, as it is raised.

  3. 3Report by person

    What each brought in over the period.

  4. 4Look at margin too

    Volume and profit are different questions.

Inside Sales and Purchase

The paperwork either side of the bill: quotations and orders before it, returns and notes after it, on both the selling and the buying side. Each document carries over to the next, so an accepted quote becomes an order or an invoice without being typed again.

Trades that quote before they deliver live in this area — the quote goes out, the order confirms it, the challan moves the goods, and the invoice closes it.

What it works with

The people it attributes to and the leads behind the sales.

Reports it feeds

Sales general · Bill-wise profit · Employee report

Every feature, by plan →

Questions people ask

Who can be selected on a bill?

Your staff, from the same employee list attendance and payroll use.

Can I pay incentives from this?

It gives you the recorded basis — what each person sold — rather than an impression of who was busy.

Can I see margin by salesperson?

Bill-wise profit with the salesperson on the bill answers it, which is usually the more interesting question.

Know who actually sold it

Turnover is easy to measure. Attribution is what changes behaviour.