This article explains how to configure custom fields in Qoyod to track the sales and revenue of each user or branch in the point of sale separately, and how to link the fields to users for use in income statement analysis.
Path in Qoyod
Settings › Custom Fields
Step one: Create a custom field for sales
- From the “Settings” dropdown menu, choose “Custom Fields.”
- In the “Choose Service” box, choose “Sales and Quotes.”
- Specify the field type (for example: “Text”).
- Enter the custom field name: for example, “Representative Name” or “Salesperson Name.”
- Click “Save.”
Step two: Link the custom field to the user
- From the “Settings” dropdown menu, choose “Users.”
- Next to the desired user, click the “Edit” icon.
- At the bottom of the “Edit User” page, select the custom field you created.
- Click “Save.”
Analyzing operations on the income statement
After linking the custom field to the user, all operations they perform on the point of sale become analyzable in the income statement through the “Advanced Analysis” feature by filtering custom fields.
