Sales Partner

People who assist you in getting business are termed as Sales Partners. Sales Partners can be represented by different names in ERPNext. You can call them Channel Partner, Distributor, Dealer, Agent, Retailer, Implementation Partner, Reseller etc.

For each Sales Partner, you can define commission offer to them. When Sales Partner is selected in transactions, their commission is calculated over Net Total of Sales Order/Invoice or Delivery Note.

You can track Sales Personwise commission in the report under Selling module.

1. How to create a Sales Partner

  1. Go to: Selling > Sales Partners and Territory > Sales Partner > New.
  2. Enter the Sales Partner name and the Commission Rate.
  3. You can also select the type of the sales partner you're creating to identify if they're a Reseller, or Retailer, and so on. Sales Partners are saved with Sales Partner name provided by user.
  4. Save. Sales Partner

You can track their address and contact details and also allocate Sales Partner for each Item Group, based on Qty and Amount.

2. Features

2.1 Including Sales Partners in Your Website

To include the name of your Partner on your website, check the "Show in Website" box. When click on "Show in Website", you will see field where you can attach logo of partner's company and enter brief and introduction of partner.

Sales Partner

To see listing of partner, you should go to:

Sales Partner