Overview
Field sales reps and collectors normally drown in company-wide sales, invoice and payment lists they have no business seeing, and managers have no clean way to measure each rep's sales against what they actually collected. Sales Person App adds a dedicated 'Sales Person' application that exposes only a rep's own quotations, invoices, partner ledger, payments and warehouse stock, enforced by record rules so each user sees strictly their own customers and documents. Payments are extended to capture the responsible salesperson, support cash/check journals and out-of-pocket expense products, while a finance-side 'Collectors Reports' wizard prints a per-rep Sales vs Collection summary (PDF and Excel) that nets out uncollected checks.
Key Features
- Adds a standalone 'Sales Person' app menu bundling each rep's Sales Orders, Invoices, Partner Ledger, Payments and Stock in one place.
- Scopes invoices, journal items and payments per user via record rules so reps only see their own customers and self-created documents.
- Auto-assigns the creating user as salesperson and follower on new contacts, and defaults a contact's salesperson onto their payments.
- Extends customer payments with a salesperson field, an expense product for outbound payments, and a default cash/check journal per rep.
- Provides a salesperson-filtered Stock list (On Hand, Free to Use, Incoming/Outgoing, Forecast) with admin-only inventory action buttons.
- Restricts the stock report's warehouse filter to each user's assigned warehouse unless they are a stock manager.
- Lets contacts carry a default warehouse that drives the source warehouse on their sales orders.
- Generates a 'Collectors Reports' wizard: per-rep Sales vs Collection summary as PDF or XLSX, with an optional per-rep invoice/payment detail breakdown.
- Nets uncollected (non-cashed) checks out of reported collection figures and flags the uncollected amount as a note.