How to Link Sales Representatives to Customers and Track Their Sales in Odoo?

Question

Hello ,

I’m working on setting up Odoo18 for a client whose business involves sales representatives managing specific customers. Here’s the setup I’m trying to achieve:

Each sales representative has a list of customers assigned to them.
I want to link these customers to their respective sales representatives to track all sales made by each representative.
When creating an invoice, I need to select the sales representative responsible for the sale, so I can generate reports showing the total sa

Jaideep · Answer

Specify a salesperson for a contact in the Sales & Purchase tab.
image [1]
With this each time a sales order is created for this contact the sales person on the SO Other information tab would be updated
image [2]
The salesperson will also be updated when an invoice is created from the SO

[1] /web/image/58712675-95389afa/image.png?access_token=accac059-0163-4b84-8a32-95d13f543375
[2] /web/image/58712676-0e29d876/image.png?access_token=361ce216-7af1-4976-9b39-b62bd176f19b

Rakesh Patel (patr) · Answer

Reports to Track Sales by Sales Representative  *Salesperson Report:* Odoo has built-in reports for sales performance. You can navigate to the *Reporting* section under the *Sales* app and generate reports that show the sales totals by each sales representative. You can filter by the *Salesperson* and view the total sales generated

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Reports to Track Sales by Sales Representative

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