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Salesperson Entry/Query

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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.
ORD > Salesperson and Commissions > Salesperson entry/query 

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.

  • Salespersons Number – the sales person number can be an alpha or numeric code that will represent the salesperson on all AR entry fields.
  • First & Last Name – This will be the real first or last name of the sales person and it will populate into the description box whenever you use the salesperson code.

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.

  • 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: The Accrual and Expense accounts will default in from the order entry setup screen; if they are not set up there they should be setup at this time. They can be changed if needed.

  • Commission percent – This is where you would add the commission percent for regular inventory orders for that salesperson.
  • D/S Commission percent – You have the option of setting a separate commission rate for drop ship orders.

Note: 10.0000 would represent a ten percent commission.

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.

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.


The next tab you will be directed to is the POS tab this is where you can set up a salesperson's POS permissions.

  • 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

The last two tabs that you will need to fill out for the salesperson are the comments and the Invoice comments tabs.

  • 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.
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