Sales Team
Go to: CRM → Selling → Sales Teams
A sales team record is a sales person — or a group of them. Teams are arranged in a hierarchy, so you can model regions, branches, and reporting lines, and each member carries a commission rate and optional sales targets.
Sales teams are maintained in CRM, but they are consumed by Sales: you allocate them on the Customer record and on the Sales Order Other Details tab.
How it fits together
Every organisation has a single root node that all teams hang off. It is created automatically and cannot be edited or deleted.
Creating a sales team member
Open the screen
Go to CRM → Selling → Sales Teams and click Add Sales Team.
Name the member
Member Name is required and must be unique within the organisation.
Choose the parent team
Leave it empty to sit directly under the root, or pick a group. The parent must be marked Is Group.
Link the user
Select the ERPX user this sales person is. Only active users holding the Sales Manager, Sales Officer, or Admin role can be selected, and a user can be linked to only one sales team record.
Set the commission rate
Commission Rate (%) is required. It feeds the incentive calculation on customers and orders.
Choose the settings
Turn on Is Group if this record will have children under it. Turn on Is Active so it appears in assignment pickers.
Add targets (optional)
On the Targets tab, add a target row per item group and fiscal year.
Save
Fields
| Field | What it means |
|---|---|
| Member Name | The sales person or team name. Required, and unique |
| Parent Team | Where this record sits in the hierarchy. Empty means directly under the root |
| User | Users with roles Sales Manager, Sales Officer and Admin |
| Commission Rate (%) | Required. Used to calculate incentives |
| Email / Mobile No | Direct contact details for the sales person |
| Is Group | Whether this record can have children |
| Is Active | Whether it is available for assignment |
| Path | The full hierarchy path — shown once saved |
| Type | Group or member — shown once saved |
| Status | Active or Inactive — shown once saved |
Targets
| Column | What it means |
|---|---|
| Item Group | Which items the target covers. Required |
| Fiscal Year | The year the target applies to. Required |
| Target Qty | Quantity target |
| Target Amount | Value target |
| Distribution | How the target is spread across the year. Required |
Views
| View | What it shows |
|---|---|
| List View | A flat table of every member — name, email, employee, path, commission, status |
| Tree View | The hierarchy, with expand-all and collapse-all |
| Team Chart | A visual org chart of the sales structure |
| My Team | The current member’s own branch of the tree |
Switch between them from the View menu.
Actions
| Action | What it does |
|---|---|
| Add Sales Team | Creates a new member or group |
| View | Opens the record read-only |
| Edit Team Member | Opens it for changes |
| Tree View / Team Chart | Switches to the hierarchical views |
| Delete | Removes the record — only if it has no children |
Using a sales team
On a customer
The customer’s Sales Team tab assigns the people who own the account and splits their share:
| Column | What it means |
|---|---|
| Team Member | The sales team record |
| Contact No | Pulled from the member |
| Contribution (%) | Their share of this customer’s business |
| Commission Rate (%) | Rate applied to that share |
| Incentives | Calculated from contribution and commission rate |
On a sales order
The order’s Other Details tab carries the same grid, so a single order can be credited to a different split from the customer default — for example when a colleague covered the deal.
Contribution must total 100% across all rows, within a 0.5% rounding tolerance. The footer shows the running total and tells you whether you are over or under. There is a control to distribute 100% evenly across the rows.
Common validations and troubleshooting
| Message / behaviour | Why | Fix |
|---|---|---|
| “A team with this name already exists” | Member Name is not unique | Choose a different name |
| “User is required” | No user linked on a non-group record | Select the user |
| “User is already assigned to team” | That user is already a sales team member | Use the existing record |
| “Parent team must be a group to have children” | The selected parent does not have Is Group on | Turn on Is Group for the parent, or pick another |
| “Cannot change team to non-group as it has children” | You are turning off Is Group on a parent | Move or delete the children first |
| “A team cannot be its own parent” | Circular parent reference | Pick a different parent |
| “The selected parent team is already a descendant of this team” | The move would create a loop | Pick a parent outside this branch |
| “Cannot delete sales team with children. Delete children first.” | The record is a group with members under it | Delete or re-parent the children |
| “Cannot modify the root sales team node” / “Cannot delete the root sales team node” | The root is system-managed | Leave it alone |
| “Target N: ItemGroup / FiscalYear / Distribution is required” | An incomplete target row | Fill it in or remove the row |
| A member is missing from the picker on a customer or order | Is Active is off | Reactivate the record |
Related pages
- Customer — where sales teams are allocated per account
- Sales Order — per-order contribution splits
- CRM — leads, opportunities, and the sales pipeline
- Sales Teams (CRM setup) — the full setup reference for the same screen
- HR → Employee — the employee record a sales team member links to