Sales Partner
Sales Partners are individuals or companies that help you generate business by promoting or selling your products/services.
They may also be known as Channel Partners, Distributors, Dealers, Agents, Retailers, or Resellers depending on your business model.
Each Sales Partner can be assigned a commission rate, which is automatically calculated based on sales transactions.
1. Overview of Sales Partners
Sales Partners play an important role in expanding business reach by acting as intermediaries between the company and customers.
In ERPNext, commission is calculated on the Net Total of Sales Order, Sales Invoice, or Delivery Note.
This ensures transparent and automated commission tracking.
2. How to Create a Sales Partner
- Go to Selling > Sales Partner.
- Click on New.
- Enter the Sales Partner name.
- Set the Commission Rate.
- Select the partner type (Reseller, Distributor, etc.).
- Save the record.
3. Key Features
3.1 Address and Contact Management
You can store complete contact details of Sales Partners, including:
– Address
– Email
– Phone number
This helps maintain structured communication with partners.
3.2 Sales Partner Targets
ERPNext allows assigning performance targets to Sales Partners based on:
– Item Group
– Territory
– Quantity
– Sales Amount
Targets can be set monthly, quarterly, or yearly for better performance tracking.
3.3 Website Visibility
Sales Partners can be publicly displayed on your website to build trust and visibility.
When enabled:
– Partner logo can be shown
– Description can be added
– Profile appears on the partners page
3.4 Referral Tracking
ERPNext supports tracking sales generated via partners using referral URLs.
Example:
A URL like ?sp=partner_name helps identify which partner referred the customer.
This is especially useful for:
– Online campaigns
– Affiliate tracking
– Lead attribution
4. Sales Partner Reports
ERPNext provides detailed analytics for partner performance.
4.1 Commission Summary
Shows total commission earned per Sales Order or Invoice.
4.2 Transaction Summary
Breaks down commission item-wise for better clarity.
4.3 Target Variance Report
Compares actual performance vs assigned targets.
This helps evaluate partner efficiency and contribution.
Sales Partners in ERPNext help businesses expand reach through external agents such as distributors or resellers. Each partner can have a defined commission rate, which is automatically calculated during transactions. ERPNext also supports target tracking, referral-based attribution, website listing, and detailed commission reports for performance analysis.
Sales Partner management is not just about commissions—it is a complete performance tracking system that helps measure contribution, optimize partner relationships, and improve sales distribution strategies.
