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Module Margins: Difference between revisions
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To track margins by salesperson, you must have as many user accounts as different salespeople. These accounts must be internal to the company, not external. Then, on the tab "file" of your customers, you must choose a salesperson to attach to this customer. From then on, no matter which user creates the invoices, the margins will be posted to this sales person, unless you define a different type of contact and user on the invoices (on a case by case basis). | To track margins by salesperson, you must have as many user accounts as different salespeople. These accounts must be internal to the company, not external. Then, on the tab "file" of your customers, you must choose a salesperson to attach to this customer. From then on, no matter which user creates the invoices, the margins will be posted to this sales person, unless you define a different type of contact and user on the invoices (on a case by case basis). | ||
'''Attention''' : Dolibarr | '''Attention''' : Dolibarr allows you to assign several sales representatives to a third party. However, the Margins module does not manage this case, and your margins will be multiplied by the number of sales representatives indicated. | ||
Vous devez donc '''attribuer un seul commercial par tiers''' (le principal), puis les gérer les cas de commerciaux différent via l'onglet "Contacts/Adresse" de chaque document concerné en choisissant l'utilisateur concerné, et le type de contact que vous avez défini dans la configuration du module. | Vous devez donc '''attribuer un seul commercial par tiers''' (le principal), puis les gérer les cas de commerciaux différent via l'onglet "Contacts/Adresse" de chaque document concerné en choisissant l'utilisateur concerné, et le type de contact que vous avez défini dans la configuration du module. | ||