Sales: Orders, Payments, Targets & Performance
The Sales group is where what's being sold and collected comes together: the orders your reps book, the money and cartons they collect, the targets you set, and how everyone is tracking against them.
You'll find it in the sidebar as the Sales group. Here's what each screen shows and the everyday things you do there.
📷 [SHOT: sales-1] — web — Sidebar with the Sales group expanded, showing Orders, Payments, Set Targets, and Performance — caption: "The Sales group covers orders, collections, targets, and results."
Orders
An order is a sales order your reps book at outlets. The Orders screen is the full record of those orders.
Common things you do here:
- Browse and search the orders coming in from the field.
- Open an order to see its outlet, products, quantities, and totals in your organization's currency.
- Track an order's status from booked through to delivered.
Note: Orders come in two kinds — deliver-now (Van Sale) and a planned order for a future delivery date (Booking). The order tells you which it is.
Tip: All money totals are calculated for you and shown in your own currency. You read them here; you don't recompute them.
Payments
A payment (or collection) is money — or cartons — collected against an outlet's credit. The Payments screen is the record of what your reps have collected.
Common things you do here:
- Review collections as they come in from the field.
- See which outlet each payment is against and how it was paid.
- Keep an eye on outstanding balances getting cleared down.
Best practice: Reconcile collections against outstanding balances regularly so your credit picture stays accurate. See Pricing, credit & schemes.
Set Targets
The Set Targets screen is where you assign sales targets to your team — the numbers each rep or territory is expected to hit.
Common things you do here:
- Set targets for reps and territories.
- Adjust targets as the period or the plan changes.
Note: Set Targets is available to admins, managers, and supervisors. Supervisors set targets within their own territory.
Best practice: Set targets that are ambitious but reachable, and revisit them each period so they keep pace with the business.
Performance
The Performance screen compares target against actual — how each rep and territory is doing versus the numbers you set.
Common things you do here:
- See who's ahead of target and who's behind.
- Spot territories that need attention before the period closes.
📷 [SHOT: sales-2] — web — Performance screen showing target versus actual for reps or territories — caption: "Performance lays target against actual so you see who's on track."
Tip: Pair Performance with the Insights dashboards and reports when you want to understand why a number is high or low, not just what it is.
Note: Performance is available to admins, managers, and supervisors. Each person sees the reps and territories their role covers.