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Sales Rep

The Sales Rep table is used to define each sales rep within your organization. Each customer is assigned a sales rep and all orders, credit orders, and receivables adjustments (credit memos, debit memos, hand prepared invoices) are credited to a particular sales rep. The general ledger account used to post sales to the general ledger is assigned by sales category by sales rep within the Sales Options function.

Available Actions

Using

Adding

Changing

Deleting

Contacts

Printing

Importing

Sales Rep Fields

Sales Rep	Sales rep ID must be a unique two-character alphanumeric code.
User ID	If the “Limit Sales Rep Customers” is set to Y (Y = Yes) in Sales Options and you want to limit the sales rep to their own customers in sales orders, enter the user ID associated with the sales rep. If not, select None.
Old Id	Sales rep ID from your existing system, if the conversion mode is set to Y (Y = Yes) in the System options.
Name	The name of the sales rep.
Contact	The sales rep contact.
Address 1	The sales rep address line 1 (optional).
Address 2	The sales rep address line 2 (optional).
City	The sales rep city (optional).
State	The sales rep state (optional).
Zip	The sales rep zip code (optional).
Phone	The sales rep primary phone number (optional).
Fax	The sales rep fax number (optional).
Sales Order GP Calc	Determines whether to calculate gross profit while entering a sales order; O = Feature is turned off, A = Use actual cost, S = Use standard cost.
Commissions	Are commissions paid on this sales rep? Y = Yes, N = No. This will enable the "Next Page" option on the command line (used to enter the commission rate to pay the sales rep by commission type) only if sales rep commissions is set to Y (Y = Yes) in Ledger Options.
Expense Account	Commission expense account if the Commission field is set to Y (Y = Yes). This is the default from Ledger Options or Sales Category – the account can be overridden.
Commission Expense Cost Center	Commission expense cost center if the Commission field is set to Y (Y = Yes). This is the default from Ledger Options or Sales Category – the account can be overridden.
Collect Sales Only	Y (Y = Yes) = Commissions are paid only on collected sales (the payments that you received from your customer); N (N = No) = Commissions are paid in the period earned on all sales.
Exclude Accruals (for commissions)	Add back commission type price exceptions/accruals to the net sales amount when calculating the net sales on sales, gross margin and gross profit commission type methods : B = Broker only, S = Sales rep only, X = Broker and sales rep, N = Not used. Default is set in Ledger Options – Sales Rep Commission.

Next Page Options - (If Commissions = Yes)

Select a commission type – For each defined commission type, assign the rate to pay the sales rep.

Note: All commission types must be defined in the system even if the rate is zero.

Commission type ID – The commission type ID
Commission type description – The name of the commission type. Will default from the commission type
The commission calculation method - pounds, sales dollars, gross profit, or gross margin. Will default from the commission type.
Apply As – The commission calculation type: retroactive commission type progressive commission type. Will default from the commission type.

Note: Commission type ID, commission type description, the commission calculation method, and the "apply as" fields default from the information entered in the Commission Type table.

Level 1-5 – Set the step commission level (9999999 for all sales) if a step commission. (The rate paid can be defined by stepped sales levels.)

Rate – Enter the rate to pay for the level.
Cap – If a percentage based method, the maximum amount per pound for this commission type
Add – The net increase to the commission rate to pay as an incentive for customer payments that are received early
For payments within days – Number of days used to determine whether a payment was received early
Subtract – The net decrease to the commission paid to the sales rep if the customer paid you beyond the number of days specified below
Payment After – The number of days used to determine whether a payment was received late from your customer. Payment is not considered made until the balance of the invoice is zero. An invoice may be paid within the subtract days but if the credit was applied to the invoice after the payment after date, it will be considered late and the commission adjusted accordingly.

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