The Sales Rep table is used to define each salesperson within your organization. Each customer is assigned a sales rep and all orders are credited to a particular sales rep.
The sales rep is assigned to a sales order based on the default set in Customer table (2nd page) or Sales Category. Sales rep assignments can be overridden by the user based on the information entered in User Options – Sales Rep setting. The general ledger account used to post sales to the general ledger is assigned by sales rep by sales category.
Ledger Options control whether the sales rep on the order (or on the account) will be used for gross margin reporting by sales rep. The Ledger Options also determine if sales rep commission processing will be used; if sales rep commission processing is being used, the Ledger Option function will allow you to assign the default sales rep commission expense and commission payables accounts.
Commissions are paid to the sales rep in Commission Processing. The rate and formula is based on the sales rep commission type assigned to the item.
Note: If the Sales Rep works for an outside agency, consider the use of Brokers instead.
Use sales accounts to assign/review the general ledger sales account for each sales category for each salesperson.
Use the Available Actions links below for more information about the Sales Rep option.
| Available Actions | Adding | Changing | Deleting | Contacts | Printing | Importing |
Security Required : Tables - Other Tables
| See Also | Used In |