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How do I track by sales rep?

 
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Best answer 05-10-2019

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Moderator

Re: How do I track by sales rep?

Tracking sales by sales rep can be a valuable reporting tool to businesses. Personalized customer service from their sales rep is also an added touch and value you can provide customers. QuickBooks Online Advanced Custom Fields can help you start tracking by sales rep.  

 

  1. Select the Gear icon in the upper right corner of the page.
  2. Under Lists, select Custom Fields
  3. Select Add Field, and Customer Info
  4. Name your field, and choose Drop Down from the menu
  5. Add the Sales Rep names into the Drop-Down List Items*, if you want to add more lines select +Add Line to add up to 25 entries
  6. Decide whether you want this to appear on Sales Forms (Invoices, Purchase Orders, and Estimates) and/or if you want it viewable by your customers. For something like Sales Rep, this would be helpful to show to customers.
  7. You are all set! Now when you create a new Sales Form you will be able to select which Sales Rep to credit it too. For more information about running reports using Custom Fields like Sales Rep read this article.

* You can also activate and deactivate Sales Reps if they leave your company by selecting the Active button next to their name.

 

Add custom field

salesrepdropdown.png

New Invoice with Sales Rep Custom Field

creatinvoicesalesrep.png

Printed Invoice with Sales Rep Custom Field

invoiceprintsalesrep.png

New Customer with Sales Rep Custom Field

customerinfosalesrep.png

View solution in original post

1 Comment
Moderator

Re: How do I track by sales rep?

Tracking sales by sales rep can be a valuable reporting tool to businesses. Personalized customer service from their sales rep is also an added touch and value you can provide customers. QuickBooks Online Advanced Custom Fields can help you start tracking by sales rep.  

 

  1. Select the Gear icon in the upper right corner of the page.
  2. Under Lists, select Custom Fields
  3. Select Add Field, and Customer Info
  4. Name your field, and choose Drop Down from the menu
  5. Add the Sales Rep names into the Drop-Down List Items*, if you want to add more lines select +Add Line to add up to 25 entries
  6. Decide whether you want this to appear on Sales Forms (Invoices, Purchase Orders, and Estimates) and/or if you want it viewable by your customers. For something like Sales Rep, this would be helpful to show to customers.
  7. You are all set! Now when you create a new Sales Form you will be able to select which Sales Rep to credit it too. For more information about running reports using Custom Fields like Sales Rep read this article.

* You can also activate and deactivate Sales Reps if they leave your company by selecting the Active button next to their name.

 

Add custom field

salesrepdropdown.png

New Invoice with Sales Rep Custom Field

creatinvoicesalesrep.png

Printed Invoice with Sales Rep Custom Field

invoiceprintsalesrep.png

New Customer with Sales Rep Custom Field

customerinfosalesrep.png

View solution in original post

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