{"id":39286,"date":"2025-09-14T12:26:18","date_gmt":"2025-09-14T12:26:18","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d9%85%d8%b3%d8%a4%d9%88%d9%84-%d9%85%d8%a8%d9%8a%d8%b9%d8%a7%d8%aa-%d9%81%d9%8a-%d8%a7%d9%84%d9%81%d8%a7%d8%aa%d9%88%d8%b1%d8%a9-%d9%85%d9%86-%d8%ae%d9%84%d8%a7%d9%84\/"},"modified":"2025-12-04T08:13:19","modified_gmt":"2025-12-04T08:13:19","slug":"adding-a-sales-person-in-the-invoice-using-order-sources","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-sales-person-in-the-invoice-using-order-sources\/","title":{"rendered":"Adding a Sales Person in the Invoice Using Order Sources"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]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\u2019s sales separately.<\/p>\n

In the steps below, we will go through how to set up order sources, link them to invoices, and display them in printable templates.[\/vc_column_text][vc_empty_space height=”64″ css=”.vc_custom_1677491013241{margin-left: 120px !important;}”][vc_custom_heading text=”Setting Up Order Sources and Linking Them to Representatives” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1759065943223{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]<\/p>\n

Go to the \u201cSales<\/strong>\u201d menu, then select \u201cSales<\/strong> Settings<\/strong>\u201d and open the \u201cOrder<\/strong> Sources<\/strong>\u201d section.<\/p>\n

\"\"<\/a><\/p>\n

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 \u201cMandatory<\/strong>\u201d option to make it a required field before saving invoices.<\/p>\n

Click \u201cSave<\/strong>.\u201d<\/p>\n

\"\"<\/a><\/p>\n

[\/vc_column_text][vc_custom_heading text=”Search and Reports by Sales Person” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1759218039482{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]After adding order sources and assigning representatives, you can easily view sales reports for each representative.<\/p>\n

When opening a report, choose to search by \u201cOrder Source<\/strong>.\u201d<\/p>\n

The report will display all invoices and sales recorded under that representative.<\/p>\n

\"\"<\/a><\/p>\n

[\/vc_column_text][vc_custom_heading text=”Displaying the Order Source in the Printed Invoice” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1759218733485{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]If you want the sales representative\u2019s name to appear on the invoice when printing:<\/p>\n

Go to the \u201cTemplates<\/strong>\u201d section and select \u201cPrintable Templates<\/strong>.\u201d<\/p>\n

Choose \u201cInvoice\/Estimate Layouts<\/strong>\u201d and select the invoice template you want to edit.<\/p>\n

\"\"<\/a><\/p>\n

[\/vc_column_text][vc_column_text]Click on \u201cCustom Fields\u201d and add the \u201cOrder Source\u201d field. Once added, the field along with its corresponding variable (code), will automatically appear for use.<\/p>\n

The sales representative\u2019s name will then automatically appear when printing the invoice.<\/p>\n

\"\"<\/a>[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]For more details on how to insert variables correctly, you can refer to the full variable guide<\/a>.[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":29,"template":"","categories":[],"tags":[],"class_list":["post-39286","user_manual","type-user_manual","status-publish","hentry"],"yoast_head":"\nAdding a Sales Person in the Invoice Using Order Sources - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-sales-person-in-the-invoice-using-order-sources\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding a Sales Person in the Invoice Using Order Sources - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]The system allows you to add the sales representative to the invoice through the Order Sources feature. 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