Salespersons
Salespersons are the people in your organization who handle sales and deliveries. You can assign a salesperson to invoices, quotes, sales orders, and credit notes to track who handled each sale, and to beats and delivery runs to manage field activities effectively.
Prerequisite: The Salespersons module under People is available only after you enable Beat Management. Go to Settings > Setup & Configurations > Configure Modules, and check Beat Management under Distribution.
Note: Once you enable Beat Management, salespersons created from Sales modules such as Invoices, Quotes, Sales Orders, or Credit Notes are automatically listed in the Salespersons module with the Salesperson position. They remain available for you to select in these transactions even if Beat Management is later disabled. Learn more about Beat Management.
Add a Salesperson
Here’s how to add a salesperson:
- Go to People under Hub on the left sidebar.
- Click Salespersons under Modules at the top.
- Click + Add Salesperson.
- Fill in the following details on the New Salesperson page:
- Name: Enter the salesperson’s name.
- Email Address: Enter the salesperson’s email address.
- Mobile Number: Enter the salesperson’s mobile number.
- Position: Select the salesperson’s position. You can select both positions if this person handles sales and deliveries.
- Salesperson: Select this option if this person will handle sales. They can access and manage beats in the Beat - Zoho ERP app.
- Delivery Agent: Select this option if this person will handle deliveries. They can access and manage delivery runs in the Beat - Zoho ERP app.
Note: If the email or mobile number you enter is already present in another staff role (employee, contractor, retail staff, shopfloor staff, quality inspector, or warehouse staff) or user, their details appear under Linked Records. Click the record to auto-populate the Name, Email Address, and Mobile Number fields with their existing details.
- Click Save.
Edit a Salesperson
If you need to update the details of an existing salesperson, you can do so by editing their information.
Note: If a salesperson is linked to customers, you cannot mark them as inactive until you update another salesperson for the associated customers.
To edit a salesperson’s details:
- Go to People in the left sidebar.
- Click Salespersons at the top.
- Click the dropdown to the right of the salesperson you want to edit.
- Click Edit.
- Update the required details in the Edit Salesperson page.
- Click Save.
Delete a Salesperson
If you need to remove a salesperson from your organization, you can do so by deleting their record.
Warning: Deleting a salesperson permanently removes them and their details from your organization. The deleted salesperson will not be able to access the Beat - Zoho ERP app.
Note: A salesperson cannot be deleted if they are used on an invoice, quote, sales order, or credit note, or if they are part of an active journey plan or delivery run.
To delete a salesperson:
- Go to People in the left sidebar.
- Click Salespersons at the top.
- Click the dropdown to the right of the salesperson you want to delete.
- Click Delete.
- Click Delete in the pop-up to confirm your action.