Client layout
Sales Targets
Set each parent company's monthly order target per warehouse.
Open the page
In the Client layout, select Reporting → Sales Targets (/target).
Set a target
- Select the Warehouse and Month.
- Click Set target (or Edit) on a parent company.
- Enter the order target in BDT and click Save target.
Set targets every month: each warehouse and parent company has its own target for each month.
How SR targets work
Each SR's target is the parent company's target split equally across the SRs linked to it in that warehouse, shown in the Per SR column. Link SRs in Parent Company Links.
For a past month, the split uses the SRs linked on its last day, so it doesn't change later. For the current and future months, it uses today's links.
Past months can't be changed. A parent company with No SRs has nobody to split its target across yet.
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