• Salesperson (Administrator): Global account for overarching sales tracking.
• Employee: Field specifying the task owner (e.g., Vivek, Durga, Vwok) for granular accountability.
• Workflow: Quotation → Sales Order → Invoice → Delivery

Sales Order Creation

• Navigate to Sales > Orders > New
• In the Employee field, assign a responsible employee (e.g., Vivek)

Example:
Order #500001
Employee: Vivek
Product: Laptop (Qty: 1)

Invoice Generation

• Navigate to Invoicing > New.
• The Employee field auto-populates from the Sales Order (e.g., Vivek).

Example:
Invoice #INV/2025/00001
Employee: Vivek
Product: Laptop (Qty: 1)

Delivery Order

• Navigate to Delivery > New.
• Manually assign an employee in the Employee field (e.g., Vwok).

Example:
Delivery #WH/OUT/00001br> Employee: Vwok
Scheduled Date: 06/10/2025

To assign responsible employees for CRM activities such as leads, opportunities, quotations, sales orders, invoicing, and delivery orders—ensuring individual accountability and performance tracking.

Work Overview

Sales Reporting

• Group By: Use Employee in CRM views (Sales Orders, Invoices).

Example:
Sales List View > Group By: Employee
- Vivek: $145 revenue
- Durga: $0.00 revenue

Pipeline Analysis

• Track Expected Revenue and Stage per employee.

Example:
Pipeline > Employee: Durga
- Stage: New → Won
- Expected Revenue: $0.00 → $145

Audit Logs

• Monitor actions per employee (e.g., invoice status changes).

Example:
Invoice #INV/2025/00001 Audit Log:
Vivek: Changed status (Draft → Paid)