Production for consultants may be entered manually from the Unit Production form or directly from the consultant profile by adding the date, wholesale amount, and retail amount to a new row. This method supports tracking for team members, unit consultants, and offspring units, and helps maintain accurate production history.
To avoid duplicating contact profiles, we recommend that you move the profiles to the unit list for those that are in your unit (or offspring units). Your contact profile can be used for handling personal use and production tracking. Other consultant profiles can be invoiced as needed while still maintaining production information.
Locations:
From the Unit Production Form
- From the Activity group on the unit list toolbar, click
Production. - Using the available filters or search field, locate the consultant and double-click on their name to open their past production information.
- On a blank row, enter the applicable Date, Wholesale Amount, and Retail Amount.
- When finished, click OK to save and close the form.
From the Contact Profile
- Open the consultant profile.
- On the Main tab, under the Production section, click on the area at the top of the table and enter the applicable Date, Wholesale Amount, and Retail Amount.
- Tab off the row to automatically sort and save the production information entered.
