Link a Salesperson to a Client's File

To add a note to a client's file in the Point of Sale, you can edit the client's record by clicking the blue pencil icon next to the Client's name.

Click the Sellers tab, then click + New, and you can enter the name of the seller who brought in the client.

The types of commissions and the percentage you enter will depend on what you’ve agreed upon with the salesperson or what you’ve decided to grant them. You can also choose to limit commissions to specific product and service categories. This section will allow you to track commissions payable to your salespeople.