Salesperson Maintenance

 

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How Do I...

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Set Up Salespeople for Sage CRM

Overview

 

 

 

Fields

 

 

 

 

Related Topics

 

 

Salesperson Linking

Salesperson User Mapping

Salesperson Listing

A/R Invoice Data Entry

Salesperson Commission Report

 

 

 

Navigation

Select Accounts Receivable Setup menu > Salesperson Maintenance.

Overview

Use Salesperson Maintenance to enter salesperson information and commission rates. A salesperson number and commission rate are assigned to each salesperson that is paid a commission. When you enter this salesperson number in Invoice Data Entry, the system automatically calculates the sales commission for the items sold. Sales, gross profit, and commissions for each salesperson are tracked by year by period.

Salespeople can be linked to accounts payable vendors, payroll employees, or general ledger account numbers for added commission tracking and payment capabilities. Also, period-to-date, year-to-date, and previous year totals are provided on the Salesperson Commission Report.

If the Customer Relationship Management module is set up, you can view the relationship between the salesperson and their Sage CRM user logon and Sage 100 user logon. This relationship allows salespeople to enter sales orders from Sage CRM.

Historical information can be viewed based on the fiscal year selected on the History tab. The sales, gross profit, and commission can be modified with the appropriate security setup.

Note  A salesperson cannot be deleted in Salesperson Maintenance if there is historical data saved for the salesperson.

Fields

 

Salesperson No.

Name

 

 

1. Main

Address

E-mail Address

ZIP Code

Commission Rate (Salesperson)

City

Relate to Sage CRM

State

Sage CRM User Logon

Country

Sage 100 User Logon

Telephone

Sales Manager

Ext

Commission Rate (Sales Manager)

 

 

2. History

Fiscal Year

Commission

Period

Commissionable Sales PY

Ending

Profit $ PY

Commissionable Sales

Commission PY

Profit $

 

 

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