How to add a Salesperson to a transaction

Viberent enables you to create and assign salespeople to both Quote and Rental transactions. This allows for easy tracking of performance, and data can be extracted in reports such as Revenue by Salesperson.

To create salespeople, go to Configuration > Item Management and select the "Salesperson" tab as shown below; 

Note: Salesperson is independent of user logins. If your salesperson is also a registered Viberent user - you must create a Salesperson ID with the same login details.

Once salespeople are configured, a dropdown menu will appear on both the Quote and Rental screens, allowing you to select the appropriate salesperson for each transaction, as shown below:

To generate a report, navigate to Reports > Rental Revenue by Salesperson, and select the relevant fields as needed.