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How to change the salesperson at the moment of the sale

See how to select the selasperson during a sale.

Important

  • It is necessary to have more than one user registered on Nex to be able to switch between salesperson during a sale. Click here and learn more about how to create new users on Nex.
  • This feature is available to Premium plan subscribers. Find out more about our subscription plans.

Why inform the salesperson at the moment of the sale?

This feature is very useful if you need to control the salesperson of each transaction, whether for internal control or to control the sales commission, as it is recorded for the salesperson who carries out the operation. When using this configuration, it is not necessary to access Nex with the selling user, since, at the end of every sale, it will be necessary to inform which user is carrying out the transaction.

Shall we learn how to configure the salesperson at the moment of the sale?

1. During a sale, click on the USER, if there is already a user selected or click on SELECT A USER (F6) in the top menu.

This option may have a different name, depending on how each user is registered on your Nex. Click here to check how to make the sale.

2. Select the SALESPERSON who will make the sale and click OK to save.

3. In the top left corner, click on SAVE (F2) to finalize the sale and go to the payment methods screen.

Done! This sale is now registered to the informed seller.

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Sales