Sales Person

Overview

Sales Person – Business Overview

The Sales Person document is used to define and manage individuals or teams responsible for generating sales in Dafater. It allows businesses to attribute sales performance accurately, track achievements against targets, and gain visibility into how different sales resources contribute to revenue.

Purpose in Business Operations

The Sales Person document acts as the foundation for sales accountability and performance tracking. By assigning one or more Sales Persons to sales transactions, businesses can: - Measure individual or team sales performance
- Set and monitor sales targets
- Analyze revenue contribution by sales role, region, or responsibility
- Support commission planning and incentive programs

This ensures that sales efforts are transparent, measurable, and aligned with business goals.

Prerequisites and Setup Requirements

Before using the Sales Person document effectively, businesses should: - Define their sales structure (individual salespeople, teams, or channels) - Clarify how sales responsibility will be shared when multiple Sales Persons are involved - Establish sales targets or performance benchmarks - Ensure sales users understand how to select and assign Sales Persons in transactions

Having a clear sales hierarchy and performance expectations makes the setup more meaningful and actionable.

Typical Workflow and Business Fit

Create Sales Person records
Each salesperson or sales team is created as a Sales Person in Dafater.
Assign targets (if applicable)
Targets can be defined to reflect expected performance over a period.
Tag Sales Persons in transactions
Sales transactions such as orders or invoices can be linked to one or multiple Sales Persons, with shared responsibility if needed.
Monitor performance
Management reviews sales results against targets to evaluate effectiveness and productivity.
Use insights for decisions
Data from Sales Person performance supports decisions on incentives, territory planning, and sales strategy.

Key Business Scenarios Where It Is Essential

Performance tracking: Monitoring how each salesperson or team contributes to overall revenue
Target management: Comparing actual sales against predefined goals
Shared sales responsibility: Splitting credit when multiple Sales Persons collaborate on a deal
Sales analysis: Identifying top performers, underperforming areas, or growth opportunities
Incentive planning: Supporting commission and reward structures based on actual performance

Important Considerations for Users

Assign Sales Persons consistently across all sales transactions for accurate reporting
Clearly define how sales credit is shared when multiple Sales Persons are involved
Review and update Sales Person records as roles or responsibilities change
Use performance insights regularly, not just at period-end, to guide sales actions
Ensure targets are realistic and aligned with overall business objectives

In summary, the Sales Person document is a critical setup element in Dafater that enables structured sales tracking, accountability, and performance-driven decision-making across the organization.

All Sales Transactions can be tagged against multiple Sales Persons so that you can set and monitor targets.

Basic Information

Module: Setup
Document Type: Setup

Fields

Field Name	Label	Type	Required	Options	Description
salespersonname	Sales Person Name	Data	✓	-	Unique name identifying the sales person in Dafater.
parentsalesperson	Parent Sales Person	Link		Sales Person	Defines reporting hierarchy by linking to a parent sales person.
commission_rate	Commission Rate	Data		-	Default commission percentage applicable to this sales person.
is_group	Is Group	Check	✓	-	Indicates whether this sales person represents a group or node.
enabled	Enabled	Check		-	Controls whether the sales person is active in Dafater.
employee	Employee	Link		Employee	Links the sales person to an internal employee record.
department	Department	Link		Department	Department associated with the sales person for reporting purposes.
lft	lft	Int		-	System-generated value used for hierarchical tree structure.
rgt	rgt	Int		-	System-generated value defining hierarchy boundaries in Dafater.
old_parent	old_parent	Data		-	Stores previous parent sales person after hierarchy changes.
targets	Targets	Table		Target Detail	Defines sales targets assigned to the sales person.

Child Tables

Targets (Target Detail)

Field Name	Label	Type	Required	Options	Description
item_group	Item Group	Link		Item Group	Product category for which sales targets are defined.
fiscal_year	Fiscal Year	Link	✓	Fiscal Year	Fiscal period during which the target applies.
target_qty	Target Qty	Float		-	Planned quantity to achieve for the selected item group.
target_amount	Target Amount	Float		-	Planned revenue amount to achieve for the item group.
distribution_id	Target Distribution	Link	✓	Monthly Distribution	Monthly target distribution plan linked to this target.

Permissions

Role	Read	Write	Create	Delete
Sales Master Manager	✓	✓	✓	✓
Sales User	✓
Sales Manager	✓

DocType	Relationship	Module
Process Statement Of Accounts	Linked from	Accounts
Territory	Linked from	Setup
Department	Links to	Setup
Employee	Links to	Setup
Sales Person	Links to	Setup