Salesperson Maintenance (On the Fly) - Fields Home | FAQs & Troubleshooting

 

Salesperson Maintenance

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Salesperson No.

This field displays the salesperson number and can only be viewed.

 

Name

Enter the salesperson's name.

 

Copy From

Enter the salesperson name to copy information from, or click the Lookup button to list all salesperson names.

 

Country

Enter the country code, or click the Lookup button to list all country codes.

A country code is needed to ensure that the correct city and state or province are entered based on the ZIP or postal code.

The default country code entered on the Preferences tab in Company Maintenance is entered in this field by default, but you can change it.

If you enter a country code that's not on file, a message asks if it's a new one. Click Yes to open the Country Code Maintenance (On the Fly) window to add the country code.

 

Address

Enter the salesperson's street and/or mailing address. Click the Map button to view a map of the location on the Internet.

 

Zip/Postal Code

Enter the ZIP or postal code.

If you enter a ZIP or postal code that's not on file, a message asks if it's a new one. Click Yes to open the ZIP/Postal Code Maintenance window and add a new code.

 

City

Enter the name of the city.

 

State/Province

Enter the state or province abbreviation.

 

Telephone

Enter the salesperson's telephone number. Select the type of phone number in the field to the right.

For countries other than Canada and the United States, the telephone country code is automatically added to the beginning of the phone number based on the country code.

 

Ext

Enter the salesperson's telephone extension number.

 

E-mail Address

Enter the salesperson's e-mail address. Click the E-mail button compose an e-mail in your default e-mail application.

If the eBusiness Manager module is installed and registered, this e-mail address is used to send e-mail messages to salespeople for each notification that has been set up accordingly in E-mail Notification Maintenance.

 

Commission Rate (Salesperson)

Type the percentage at which the salesperson normally earns commissions. This rate can be overridden in Sales Order Entry, Sales Order Invoice Data Entry, and Accounts Receivable Invoice Data Entry; it will be overridden on a per-item basis if a rate is entered in the Commission Rate field for an item in Item Maintenance.

This rate can also be overridden by rates and amounts entered in the Commission Rate / Amount field in Line Item Commission Maintenance; whether this rate is overridden depends on the effective date, customer, and salesperson entered in Line Item Commission Maintenance.

 Entry Sample

If....	Then....
the commission rate is 5 percent	enter 5.000.
the commission rate is 5 1/2 percent	enter 5.500.

 

Sales Manager

Enter the salesperson number for the sales manager, or click the Lookup button to list all salespeople. This field is available only if the Sales Order module is installed, and if the Split Commissions Between Salespersons check box is selected in Sales Order Options.

A new sales manager can be added on the fly. This window appears; some non-essential fields are omitted to speed data entry. Access Salesperson Maintenance at a later time to complete the remaining entries for the new sales manager.

 

Commission Rate (Sales Manager)

Enter the percentage at which the sales manager normally earns commissions. This rate can be overridden in Sales Order Entry, Sales Order Invoice Data Entry. This field is available only if the Sales Order module is integrated with Accounts Receivable, and if the Split Commissions Between Salespersons check box is selected in Sales Order Options.