Sales Representatives

Sales representatives (reps) can be associated with sales transactions to track which rep influenced or facilitated a sale. This is useful for businesses that employ field sales staff, commissioned salespeople, or vendor representatives.

Sales Rep Information

Each sales rep record includes:

• Code: A unique identifier for the rep (e.g., REP-001). Used for quick lookup at the POS Terminal.
• First Name and Last Name: The representative's full name.
• Phone: Optional contact phone number.
• Email: Optional contact email address.
• Active: Only active reps can be assigned to new sales.

Sales reps are not system users -- they do not have login credentials. They are simply reference records that can be attached to sales transactions.

Creating a Sales Rep

Navigate to HQ Manager > Sales Reps and click "Add Sales Rep". Fill in the code, name, and optional contact details. Click "Save". The rep is synced to all stores and becomes available for selection at the POS Terminal.

Editing a Sales Rep

Click on any rep in the list to edit their details. Changes to name, phone, or email sync to all stores. The code cannot be changed after creation.

Deactivating a Sales Rep

When a sales rep no longer works with your company, click "Deactivate" on their detail page. Deactivated reps no longer appear in the selection list at the POS Terminal but remain visible in historical sales reports. You can reactivate a rep at any time.

Assigning a Rep to a Sale

At the POS Terminal, before completing a sale, the cashier can optionally select a sales rep from the rep list. The rep is recorded on the sale and appears in reports. This is covered in more detail in the POS Terminal documentation.

Reports

Sales by representative reports are available in HQ Manager > Reports. These reports show the total sales amount, transaction count, and other metrics grouped by sales rep for a selected date range. Requires the reports.sales_by_rep permission.

Sync Behavior

Sales rep data syncs from HQ to all stores. Reps created at HQ are available at every store. The sync is one-directional: stores cannot create or modify sales rep records.

Permissions

Permission	Description
sales_reps.view	View the sales rep list
sales_reps.create	Create new sales reps
sales_reps.edit	Edit sales rep details
sales_reps.delete	Deactivate sales reps