Adding a Sales Person in the Invoice Using Order Sources
The system allows you to add the sales representative to the invoice through the Order Sources feature. This way, every sales transaction can be linked to the representative responsible for it, and you can then extract customized reports to review each representative’s sales separately.
In the steps below, we will go through how to set up order sources, link them to invoices, and display them in printable templates.
Setting Up Order Sources and Linking Them to Representatives
Go to the “Sales” menu, then select “Sales Settings” and open the “Order Sources” section.
From there, you can add the names of the sales representatives you want to link to invoices. If you want to ensure that no invoice can be saved without selecting an order source (i.e., the representative), enable the “Mandatory” option to make it a required field before saving invoices.
Click “Save.”
Search and Reports by Sales Person
After adding order sources and assigning representatives, you can easily view sales reports for each representative.
When opening a report, choose to search by “Order Source.”
The report will display all invoices and sales recorded under that representative.
Displaying the Order Source in the Printed Invoice
If you want the sales representative’s name to appear on the invoice when printing:
Go to the “Templates” section and select “Printable Templates.”
Choose “Invoice/Estimate Layouts” and select the invoice template you want to edit.
Click on “Custom Fields” and add the “Order Source” field. Once added, the field along with its corresponding variable (code), will automatically appear for use.
The sales representative’s name will then automatically appear when printing the invoice.
For more details on how to insert variables correctly, you can refer to the full variable guide.