{"id":12453,"date":"2024-01-24T12:42:03","date_gmt":"2024-01-24T12:42:03","guid":{"rendered":"https:\/\/jaldi.store\/?p=9472"},"modified":"2026-08-05T08:09:03","modified_gmt":"2026-08-05T08:09:03","slug":"how-to-capture-sales-rep-for-a-line-item-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-capture-sales-rep-for-a-line-item-in-adempiere-retail\/","title":{"rendered":"How to capture Sales Rep for a Line Item in ADempiere Retail"},"content":{"rendered":"\n

\u201cCapture Sales Rep\u201d means recording the name or code of the salesperson<\/strong> involved in a sale, either automatically or manually, during POS billing or order entry. This helps in tracking performance, calculating incentives, and ensuring accountability for every transaction.<\/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
  • Head Cashier<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/strong><\/h3>\n\n\n\n
      \n
    • Select Sales Rep<\/li>\n\n\n\n
    • Update Sales Rep<\/li>\n\n\n\n
    • Select or scan Sales Rep ID\/Name<\/strong> during billing<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • Maintain Sales Rep Master<\/strong> (name, code, mobile, role)<\/li>\n\n\n\n
      • Configure system to prompt or auto-capture<\/strong> sales rep in billing<\/li>\n\n\n\n
      • Link Sales Rep with users\/branches<\/li>\n\n\n\n
      • Setup rules for incentive logic<\/strong> (e.g., based on sales volume)<\/li>\n\n\n\n
      • Train users to correctly select reps during billing<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Mandatory rep capture<\/strong> for certain branches or bill types<\/li>\n\n\n\n
        • Each bill can have only one primary sales rep<\/strong><\/li>\n\n\n\n
        • Sales cannot be billed without a rep (if enabled as required)<\/li>\n\n\n\n
        • Only users with proper rights can change assigned rep<\/strong><\/li>\n<\/ul>\n\n\n\n

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

          Step 1 : <\/strong>Select \u2018POS\u2019<\/strong> in Menu<\/strong> -> POS Management<\/strong> -> POS<\/strong> or Search POS<\/strong> in Lookup.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-4\"<\/figure>\n\n\n\n

          Step 2 : <\/strong>Search Product using Product Code, Product Name, Barcode, IMEI, Serial Number<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-5\"<\/figure>\n\n\n\n

          Step 3 : <\/strong>Choose Sales Rep for the scanned product<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-6\"<\/figure>\n\n\n\n

          Step 4 : <\/strong>Selected Sales Rep name display in SalesRep\/ RNo field<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-7\"<\/figure>\n\n\n\n

          Step 5 : <\/strong>Change the Sales Rep click Alt+R Button<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-8\"<\/figure>\n\n\n\n

          Step 6 : <\/strong>Updated Sales Rep name will show the Sales Rep \/ RNo field<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-9\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

          \u201cCapture Sales Rep\u201d means recording the name or code of the salesperson involved in a sale, either automatically or manually, […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31,85],"tags":[],"class_list":["post-12453","post","type-post","status-publish","format-standard","hentry","category-jaldi-life-style","category-adempiere-pos"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12453","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=12453"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12453\/revisions"}],"predecessor-version":[{"id":22719,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12453\/revisions\/22719"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=12453"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=12453"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=12453"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}