...
The Salesperson Entry/ Query screen is used to set up all salespeople within your company. This must be done prior to entering customer information since a default salesperson will be established for each customer. Default commission percentages and commission accrual accounts and Buyers are also established within this screen.
...
| Table of Contents |
|---|
Detail
...
To start entering a salesperson you should place your cursor on an open Salesperson Number box or press the insert record icon 
to create an open field.
...
Pressing tab or enter after typing the last name will take you to the commission tab. The "active" check box will default to the checked position. Un-checking this box will cause the salespersons code not to be available when you use the F9 button for a list of variables for salespersons fields, you will not be able to remove a salesperson that has a sales history only make them inactive.
Commission Tab
Accrual Account – Here you will place the default commission accrual account, this account is usually a cost of goods sold expense account for commissions
Expense account – This is the expense account for commissions and quite often is the same as the accrual account.
...
Note: 10.0000 would represent a ten percent commission.
...
...
Contact Tab
After adding your commissions and entering you will be taken to the contacts tab. Here you will enter:
Phone – the salespersons phone number
Fax - the salespersons fax
Email address – The salespersons email address.
...
...
Buyer XREF Tab
The buyer XREF is the next Tab; it is here that you can assign a default buyer to a salesperson. On a drop ship or gen PO order there is a PO details tab. On that tab a buyer is declared. If you would like a buyer to default in to that field for a salesperson this is where you would set that up. A buyer is required in the PO screen, and it can be changed if needed.
Buyer – Buyers must be setup in purchasing special functions ahead of time, in the buyer field you can type in the buyer code or press the f9 for a list of options.
...
First & Last Name – This will be the first or last name of the Buyer and it will populate based on the Buyer selected
...
POS Tab
The next tab you will be directed to is the POS tab this is where you can set up a salesperson's POS permissions.
POS Password – Some will elect to have their POS systems password protected, this allows for tighter user tracking when multiple people are using the same register. Individual passwords for POS are set up and stored here.
Max Discount – You have the ability to set individual max discounts for each POS user. In this field enter the discount that you would like to give the salesperson.
Cash Out – Give this user the permission to handle register cash outs
Close register – Here you can give the user permissions required to close the register.
Accept Returns - Checking this box gives permissions to accept returns
...
Comments Tab
Comments – Here you can enter comments about the sales person.
Invoice Comments - If the salesperson would like personalized comments to print on Invoices they can add them here
...
Tiers Tab
Tier 1 Comm Percent - Commission % for Tier 1 Item Sales
Tier 1 D/S Comm% - Commission % for Tier 1 Dropship Item Sale
Tier 2 Comm Percent - Commission % for Tier 2 Item Sales
Tier 2 D/S Comm% - Commission % for Tier 2 Dropship Item Sale
Tier 3 Comm Percent - Commission % for Tier 3 Item Sales
Tier 3 D/S Comm% - Commission % for Tier 3 Dropship Item Sale
...
Multi-Comm Tab
Multi-Comm 1 Salesperson - The first Salesperson to get Commission on the sale
Multi-Comm 1 Percent - The Commission % the first Salesperson gets on the sale
Multi-Comm 2 Salesperson - The second Salesperson to get Commission on the sale
Multi-Comm 2 Percent - The Commission % the second Salesperson gets on the sale
Multi-Comm 3 Salesperson - The third Salesperson to get Commission on the sale
Multi-Comm 3 Percent - The Commission % the third Salesperson gets on the sale
...
Branch Tab
Branch - The Branch number this Salesperson is tied to
Branch Name - The name of the branch
...
De-Activate Salespeople
If a Salesperson leaves the company, you will need to reassign their open Orders, Projects, and Quotes to another Salesperson. To do so, you will need to De-Activate the Salesperson.
Mark Salesperson as Inactive
Uncheck the “Active” button
Set Salesperson and Documents to update
Use “Replace With” dropdown to select a replacement
Leave Checked or Uncheck what you need to update
Update Sales Orders
Update Projects
update Quotes
Hit OK
Hit Yes to prompt
...
Re-Activate Salesperson
If you need to re-activate a Salesperson, we will need to start by making them visible. The last row of fields on this screen are search fields. They default to the fields being blank (to search for all) and the Active Checkbox being checked.
Make Inactive Salespersons visible
Uncheck the “Active” checkbox on the bottom row of fields
Mark Salesperson as Active
Check “Active” checkbox
Save
Hit Save button or F10
...