Sales Person Target Allocation

It is the assignment of Sales Persons to an item or a territory.

Along with the management of Sales Persons, ABNERP also allows you to assign target Sales Persons based on Item Group and Territory. Based on target allocated and actual sales booked by Sales Person, you will get the Target Variance Report for the Sales Person.

##1. Sales Person - Target Allocation

###1.1 Open Sales Person's Master

To allocate target, you need to open specific Sales Person master.

Selling \u003e Sales Partners and Territory \u003e Sales Person \u003e Edit

###1.2 Allocate Target

In the Sales Person master, you will find a table called Sales Person Targets.

In this table, you should select Item Group, Fiscal Year, Territory, Target Qty, Target Amount, and Target Distribution.

You can give target in amount or quantity, or both. Item Group or Territory can also be left blank. In this case, the system will calculate target based on All Item Groups or All the Territories respectively.

Target Distribution

You can spread the target across months. For this create a new monthly distribution, you can see the option when you click on the Target Distribution field in the Targets table. For example, a target of selling 1,000 units for first quarter of the Fiscal Year 2019-2020 as shown in the preceding screenshot.

###1.3 Report - Sales Person Target Variance

To check this report, go to:

Selling \u003e Other Reports \u003e Sales Person Target Variance

This report will provide you variance between target and actual performance of Sales Person. This report is based on Sales Order report.

Here, as per the report, allocated target to Sales Person was roughly 83 in quantity for a month, but he has achieved a target of 80 when the report is being viewed, hence the variance report is shown accordingly.

Note: For the report to reflect correct details, you need to link a Sales Person to a Sales Order, it's present in the Sales Team section of Sales Order. The Sales Order also has to be in the submitted stage.

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##2. Sales Person - Territorywise Target Allocation

For allocating Territory-wise targets to Sales Person, select the specific Sales Person in the Territory master. This Sales Person is entered just for the reference. Sales Person details are not updated in the variance report of Territorywise Target Allocation.

###2.1 Go to Territory master

Selling \u003e Settings \u003e Territory \u003e (Edit specific Territory)

In the selected Territory, you will find a field to select Territory Manager. This field is linked to \