ERPNext CRM & Sales
What is Sales Partner?
- Sales Partner
- A Sales Partner in ERPNext is an external agent, distributor, or reseller who earns commission on Sales Orders or Invoices they bring in.
Setting Up Sales Partners
Go to Selling → Sales Partner → New. Enter the partner name, commission rate (%), territory, and partner type (Distributor, Reseller, Agent). Assign a Sales Partner on a Sales Order — ERPNext calculates commission automatically on the order value.
Commission Payables
The Sales Partner Commission report shows all orders linked to a partner with earned commission. Raise a Purchase Invoice (for partner commission payable) or a Journal Entry to record the commission expense and liability before payment.
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Related Terms
Sales Person
A Sales Person in ERPNext is a hierarchical record for sales representatives, us…
Sales Order
A Sales Order in ERPNext is the confirmed customer purchase order that triggers …
Territory
Territory in ERPNext is a geographic sales zone used to assign leads, customers,…
Customer
A Customer in ERPNext is a party master record for businesses or individuals who…
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