How to add the seller's name on the invoice

You can add the seller's name (sales representative) on the invoice before issuing it, to be able to know the total sales for each seller individually.

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#Step One: Add Seller Data to the Platform

1. Go to Settings > Users > Add User.

2. Add the basic data:

   • Username (seller).

   • Mobile number.

   • Active email address not previously used on the platform.

   • Assignment location (branch).

ℹ️ The seller does not need to log into the platform to add their name to the invoice. If needed for any other reason, they can use the email and password added in the previous steps.

3. Set the seller's permissions.

4. Click on "Add New User."

5. The user will receive an SMS containing a link to create a password. The user's status will be (pending) until they click on the link and add the password.

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#Step Two: Activate the Seller Option

1. Go to Sales & Customers > Sales Settings > Sales.

2. Activate the seller option.

3. Click on "Save."

1. Go to Receipts.

2. Check the box (✔) next to the seller option.

3. Click on "Save."

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#Step Three: Add the Seller's Name to the Invoice

1. Go to Sales & Customers > Point of Sale.

2. Open the sales box.

3. Click on the seller option on the left side of the screen.

4. Choose the seller's name from the list.

5. Complete the steps to issue the invoice, the seller's name will appear printed on the invoice.

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#Know Each Seller's Sales Accurately

From the Home Page:

• Click on the chart > Sellers.

• The sales value appears after deducting returns (if any), example: Sales of Mohammed = 915 Riyals, a product was returned for 40 Riyals, sales appear = 875 Riyals

From Reports:

• Go to Reports > Sales > Sales Report for Each Employee.

• The report shows sales details for each seller, for more details, click here.

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#Frequently Asked Questions

1. What is the difference between the username and the seller's name?

   • Username: The account holder who opened the box and issued the invoice. Always appears on the invoice.

   • Seller's name: The sales representative you manually choose, can be changed on each invoice.

2. Can I fix the seller's name on all invoices?

   No, the seller's name must be chosen manually on each invoice.

3. Can I change the seller's name before issuing the invoice?

   Yes, you can, click on the seller's name you added, and choose another seller's name.