{"id":12223,"date":"2025-06-06T06:13:38","date_gmt":"2025-06-06T06:13:38","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=12223"},"modified":"2026-08-24T10:45:52","modified_gmt":"2026-08-24T10:45:52","slug":"how-to-create-sales-rep-and-sales-rep-info-for-lifestyle-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-create-sales-rep-and-sales-rep-info-for-lifestyle-in-adempiere-retail\/","title":{"rendered":"How to create Sales Rep and Sales Rep Info for Lifestyle in Adempiere Retail"},"content":{"rendered":"\n

Sales Rep (Sales Representative)<\/strong> is an employee or agent responsible for selling products or services<\/strong> to customers. Sales Rep Info<\/strong> refers to the details related to the sales rep<\/strong>, such as their name, ID, region, targets, and performance.<\/p>\n\n\n\n

User Access<\/strong><\/h2>\n\n\n\n

Who can Access<\/strong><\/h3>\n\n\n\n
    \n
  • Cashier<\/li>\n\n\n\n
  • Back office<\/li>\n\n\n\n
  • Admin<\/li>\n\n\n\n
  • Manager<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/strong><\/h3>\n\n\n\n
      \n
    • Add or update Sales Rep records<\/li>\n\n\n\n
    • View Sales Rep’s performance, sales history, and targets<\/li>\n\n\n\n
    • Use Sales Rep data in invoices, quotations, or orders<\/strong><\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • Create and configure Employee or User profile<\/strong><\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • A Sales Rep must have a unique identifier<\/strong><\/li>\n\n\n\n
        • Only authorised users can create or modify Sales Rep data<\/strong><\/li>\n\n\n\n
        • Sales transactions should record Sales Rep name<\/strong> for tracking<\/li>\n\n\n\n
        • Reports must support filtering or grouping by Sales Rep<\/strong><\/li>\n\n\n\n
        • Inactive Sales Reps should not appear in new transaction forms<\/li>\n<\/ul>\n\n\n\n

          User Interface<\/strong><\/h2>\n\n\n\n

          STEP 1:<\/strong> To select a Sales REP.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          STEP 2:<\/strong> To open a new document.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          STEP 3:<\/strong> To enter a name,Emp code,Description,address,mobile no,sales code and Department and then to save the document.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n
          \"TenthPlanet<\/figure>\n\n\n\n

          Sales Rep Info<\/strong><\/p>\n\n\n\n

          STEP 4:<\/strong> Sales Rep Info master only to read Couldn’t create ,update,save,delete option.Company agent tab .<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          STEP 5:<\/strong> Order tab<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          STEP 6:<\/strong> Order line tab<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          STEP 7:<\/strong> Invoices tab<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          STEP 8:<\/strong> Invoice Line tab<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n","protected":false},"excerpt":{"rendered":"

          Sales Rep (Sales Representative) is an employee or agent responsible for selling products or services to customers. Sales Rep Info […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31,84,32],"tags":[],"class_list":["post-12223","post","type-post","status-publish","format-standard","hentry","category-jaldi-life-style","category-adempiere-master","category-jaldi-super-store"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12223","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=12223"}],"version-history":[{"count":3,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12223\/revisions"}],"predecessor-version":[{"id":28461,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12223\/revisions\/28461"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=12223"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=12223"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=12223"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}