How to add a Salesperson to a transaction

Viberent allows you to create salespeople and assign them to both Quote and Rental transactions. Data can then 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 you have configured salespeople, a dropdown will be shown on Quote and Rental Screens allowing you to select the correct salesperson for the transaction as shown below;

To run a report, go to Reports > Rental Revenue by Salesperson report and select the relevant fields.

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