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ActiveBooks
  • ActiveBooks Documentation
  • Importing Data in ActiveBooks
    • Downloading Backups
    • Chart of Accounts Importer
    • Data Export
    • Data Import Tools
  • Printing
    • Printing and Branding
    • Print Settings
    • Print Format
    • Print Format Builder
    • Print Style
    • Print Headings
    • Address Template
    • Terms And Conditions
    • Cheque Print Template
    • Custom Translations
    • Raw Printing
  • Workflows
    • Workflows
    • Workflow Actions
    • Workflow State
    • Assignment Rule
    • Email
      • Email
      • Email Domain
      • Email Account
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      • Email
  • Email
    • Users and Permissions
      • Basic setup of ActiveBooks
        • Setting up Company in ActiveBooks
        • Setting up Taxes in ActiveBooks
        • Setting up Company's Sales Goals
        • Global Defaults in ActiveBooks
        • System Settings in ActiveBooks
        • Letter Head
      • Adding Users
      • Users and Permissions
      • Role and Role Profile
      • Role Based Permissions
      • User Permissions
      • Role Permission for Page and Report
      • Sharing
      • Limited User
      • Administrator
    • Email
    • Email Domain
    • Email Account
    • Email Inbox
    • Email Template
    • Sending Email from any Document
    • Linking Emails to Documents
    • Email Digest
    • Auto Email Reports
    • SMS Settings
    • Notification
    • Document Follow
    • Email Dropbox
  • System Configuration
    • Settings
    • Show or Hide Modules
    • Naming Series
    • Session Defaults
    • Bulk Renaming of Records
    • Bulk Update
    • Milestone Tracking
    • Auto Repeat
    • Domain settings
    • Energy Point System
  • Data Privacy
    • Personal Data Download
    • Personal Data Deletion
  • Articles
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  • Using ActiveBooks
    • Articles
      • Checking Link Between Documents
      • Access Log
      • Duplicate Records
      • To-Do Auto Creation
      • Document Versioning
      • Deleting and Restoring Documents
      • Bulk Rename
      • Renaming Documents
      • Tree Master Renaming
      • Letter Head in the Report
      • Copy Pasting Multiple Records From Excel
      • Adding Attachments to Outgoing Messages
    • Collaboration Tools
      • Assignment
      • Tags
      • Kanban Board
      • Filter by
      • Save Filter
      • Search Filter
      • Collaborating Around Forms
      • Delete Company Transactions
    • Introduction
      • Tools
        • To Do
        • Notes
        • Video
        • Calendar
        • Chat
        • Dashboard
        • Global Search
        • Desktop
  • Automation
    • Automation
    • Assignment Rule
    • Milestone Tracking
    • Auto Repeat
    • Event Streaming
  • Accounts
    • Introduction
      • Setup and Opening
        • Accounting Entries
        • Accounts Settings
        • Company Setup
        • Chart of Accounts
        • Opening Balance in Accounts
        • Cost Center
        • Distributed Cost Center
        • Fiscal Year
        • Accounting Period
        • Finance Book
        • Accounting Dimensions
        • Accounting Dimensions Filters
        • Bank
        • Bank Account
      • Billing
        • Sales Invoice
        • Purchase Invoice
        • Inter Company Invoices
        • Credit Note
        • Debit Note
        • Credit Limit
      • Taxes
        • Item Tax Template
        • Tax Withholding Category
        • Tax Rule
        • Tax Category
      • Pricing
        • Pricing Rule
        • Promotional Scheme
        • Exchange Rate Revaluation
        • Currency Exchange
        • Currency
      • Retail Operations
        • Point of Sale Profile
        • Point of Sale
        • Cashier Closing
      • Tools
        • Bank Reconciliation
        • Payment Reconciliation
        • Period Closing Voucher
        • Payment Order
        • ActiveBooks to QuickBooks Migrator
        • Process Statement of Accounts
      • Accounting Reports
        • Accounting Reports
      • Advanced
        • Multi Currency Accounting
        • Deferred Revenue
        • Deferred Expense
        • Process Deferred Accounting
        • Bank Guarantee
          • Budgeting
        • Loyalty Program
        • Auto Repeat
        • Invoice Discounting
      • Subscription
        • Subscription
        • Subscription Plan
        • Subscription Settings
      • Shareholder Management
        • Share Holder
        • Share Transfer
        • Share Reports
      • Articles
        • Articles
        • Freeze Accounting Entries
        • Post Dated Cheque Entry
        • Adjust Withhold Amount in the Payment Entry
        • Bulk Payment Entry
        • Difference Entry
        • Changing Parent Account
        • Withdrawing Salary from Owner's Equity Account
        • Common Receivable Account
        • Freeze an Account
        • Round of Account Validation Message
        • Purchase Tax or Charges Categories
        • Types in Sales and Purchase Tax Template
        • Manage Foreign Exchange Difference
        • Recurring Orders and Invoices
        • Delivery from Sales Invoice
        • Exchange Rate Field Frozen
        • Fiscal Year Creation
        • How To Customize Cash Flow Report
        • Immutable Ledger In ActiveBooks
        • Purchase Invoice - Account Type Error
        • Fixing Fiscal Year Error
        • Stock and Accounting Module Integration
        • Merging Accounts
  • Stock
    • Basics
      • Introduction
      • Warehouse
      • Item
      • Opening Stock
      • Accounting Of Inventory Stock
      • Price Lists
      • Stock Settings
    • Item Variants
      • Item Variants
      • Item Attribute
    • Setup
      • Item Price
      • Item Group
      • Unit of Measure (UoM)
      • Manufacturer
    • Stock Transactions
      • Material Request
      • Purchase Receipt
      • Delivery Note
      • Stock Entry
      • Packing Slip
      • Shipment
      • Retaining Sample Stock
      • Landed Cost Voucher
      • Pick List
      • Putaway Rule
    • Serial and Batch Number
      • Serial Number
      • Batch
      • Installation Note
    • Tools
      • Quality Inspection
      • Stock Reconciliation
      • Quick Stock Balance
    • Return
      • Sales Return
      • Purchase Return
    • Advanced
      • Delivery Trip
      • Projected Quantity
      • Perpetual Inventory
    • Stock Reports
      • Stock Ledger Report
      • Stock Level Report
      • BOM Explorer
      • Stock Value and Account Value Comparison Report
      • Articles
        • Allow Over Delivery/Billing
        • Auto Creation of Material Request
        • Delivery Note Negative Stock Error
        • Stock Entry Purpose
        • Purpose of Stock Received but not Billed
        • Item Valuation Methods and Transactions
        • Maintain Stock field Frozen in the Item master
        • Managing Rejected Finished Goods Items
        • Return Rejected Items
        • Track Items Using Barcode
        • Item Valuation Fifo And Moving Average
        • Item Codification
        • Serial No. Naming
        • Opening Stock Balance Entry for Serialized and Batch Item
        • Managing Batch wise Inventory
        • Sales Return Management
        • Managing Fractions in UOM
        • Repack Entry
        • Material Transfer from Delivery Note and Purchase Receipt
        • Mode of Payment
        • Migrate To Perpetual Inventory
        • Depreciation Entry
  • CRM
    • Introduction to CRM
    • Sales
      • Lead
      • Opportunity
      • Customer
      • Contact
      • Address
      • Appointment
    • Reports
      • CRM Reports
    • Setup
      • Lead Source
      • Opportunity Type
      • Sales Stage
      • Sales Person
      • Customer Group
      • Email Group
      • Contract
      • Appointment Booking Settings
    • Marketing
      • Campaign
      • Email Campaign
      • Newsletter
      • LinkedIn Settings
      • Twitter Settings
      • Social Media Post
    • Articles
      • Automate Lead Creation
      • CRM Analytics
      • Difference between Lead, Contact and Customer
  • Selling
    • Selling
    • Quotation
    • Sales Order
    • Sales Partner
    • Brand
    • Blanket Order
    • Territory
    • Setup
      • Selling Settings
      • Product Bundle
      • Sales Person Target Allocation
      • Sales Taxes and Charges Template
      • Shipping Rule
      • Party Specific Item
    • Articles
      • Sales Persons in the Sales Transactions
      • Request for Raw Material from Sales Order
      • Applying a Discount
      • Selling in Different Unit (UoM)
      • Adding Margin
      • Amending Sales Order after Submit
      • Drop Ship
      • Calculate Incentive for Sales Team
      • Shipping Rule
      • Close Sales Order
      • Taxes and Charges
      • Print Settings
      • Payment Terms
    • Selling Reports
      • Sales Reports
  • Buying
    • Buying
      • Request for Quotation
      • Purchase Order
      • Purchase Taxes and Charges Template
      • Supplier
      • Supplier Quotation
      • Supplier Scorecard
    • Setup
      • Buying Settings
      • Supplier Groups
    • Articles
      • Maintaining Supplier's Item Code in the Item Master
      • Purchasing in Different Unit (UoM)
      • Amending Purchase Order after Submit
      • Procurement Tracker Report
  • HR
    • Employee
      • Employee
      • Employment Type
      • Branch
      • Department
      • Designation
      • Employee Grade
      • Employee Group
      • Employee Health Insurance
    • Attendance
      • Attendance
      • Employee Attendance Tool
      • Attendance Request
      • Upload Attendance
      • Auto Attendance
    • Leave Management
      • Leaves
      • Holiday List
      • Leave Type
      • Leave Period
      • Leave Policy
      • Leave Policy Assignment
      • Leave Allocation
      • Leave Application
      • Compensatory Leave Request
      • Leave Encashment
      • Leave Block List
      • Leave Ledger Entry
    • Recruitment
      • Recruitment
      • Employee Referal
      • Staffing Plan
      • Job Opening
      • Job Applicant
      • Job Offer
      • Appointment Letter
    • Training
      • Training Program
      • Training Event
      • Training Result
      • Training Feedback
    • Employee Life Cycle
      • Employee Life Cycle Management
      • Employee Onboarding
      • Employee Promotion
      • Employee Seperation
      • Employee Transfer
      • Employee Skill Map
    • Payroll
      • Payroll Setup
      • Payroll Management
      • Payroll Period
      • Income Tax Slab
      • Salary Component
      • Salary Structure
      • Salary Structure Assignment
      • Salary Slip
      • Payroll Entry
      • Additional Salary
      • Retention Bonus
      • Employee Incentive
    • Employee Tax and Benefits
      • Setting Up Income tax Deduction
      • Employee Tax Exemption Declaration
      • Employee Tax Exemption Proof Submission
      • Employee Other Income
      • Employee Benefit Application
      • Employee Benefit Claim
    • Travel and Expense Claim
      • Travel Request
      • Employee Advance
      • Expense Claim
    • Gratuity
      • Gratuity
      • Gratuity Rule
    • Loans
      • Loan Type
      • Loan Application
      • Loan
    • Shift Management
      • Shift Management
    • Fleet Management
      • Fleet Management
      • Vehicle
      • Vehicle Log
    • Setup
      • Human Resource Setup
      • HR Settings
      • Daily Work Summary Group
    • Reports
      • Human Resources Reports
    • Articles
      • Articles
      • Leave Calculation in Salary Slip
      • Workdays Calculation in the Salary Slip
    • Performance
      • Appraisal
  • Projects
    • Project
      • Project and Managing Expenses
      • Salary Slip from Timesheet
      • Activity Type
      • Project Template
      • Timesheet
      • Projects
      • Introduction to the Project Module
      • Project Profitability
      • Project Reports
      • Project Type
      • Project Update
      • Project from Customer Portal
      • Activity Cost
      • Project Costing
      • Project
      • Tasks
      • Project Views
      • Sales Invoice from Timesheet
      • Delayed Tasks Summary
      • Project Profitability Report
    • Articles
      • Make A Colorful Gantt Chart
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PreviousParty Specific ItemNextSales Persons in the Sales Transactions

Last updated 3 years ago

Sales Persons in the Sales Transactions
Request for Raw Material from Sales Order
Applying a Discount
Selling in Different Unit (UoM)
Adding Margin
Amending Sales Order after Submit
Drop Ship
Calculate Incentive for Sales Team
Shipping Rule
Close Sales Order
Taxes and Charges
Print Settings
Payment Terms