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Sales Reps

This chapter contains the following topics:

Introduction to Sales Reps

Entering Sales Reps

Printing a List of Sales Reps

Introduction to Sales Reps

The Sales Reps selection enables you to enter sales representatives in Accounts Receivable.

If you unchecked the box or answered N to the question Use sales reps in Control information, this chapter does not apply.

Otherwise, you are required to specify on each invoice what sales representative made the sale. You must also state for each customer what sales representative is primarily responsible for that customer.

Select

Sales reps from the Master Information menu.

Entering Sales Reps

The following screen appears:

Graphical Mode:

A/R Sales Reps List Box

The list box displays up to 6 sales reps at a time. You may sort the sales reps by sales rep number in ascending or descending order. Only column names in red may be sorted. To select or change the sort field direction, click on the column name or the arrow to the right of the column name or use the View options.

To locate a sales rep, start typing the number or use the arrow keys, <PgDn>/<PgUp>, and <Home>/<End> keys to find the sales rep. The <F1> and <SF1> keys function the same as the up/down arrow keys.

Sales reps that display in the list box are available for changes or deletion. The fields for the selected sales rep display in the lower part of the screen.

When a sales rep is found, you may select the <Enter> key or Edit button to start editing.

A/R Sales Rep Buttons

You have the following options with the buttons and keyboard equivalents:

Menu Selections

There are several menu selections that are common to every screen and some that are unique to a screen. See the System documentation for a description of the common menu selections. The Print menu selection is unique to this screen and it allows you to print a list of sales reps. See Printing a List of Sales Reps

For general users, the menu selections can and may be restricted based on the assigned menu.

Character Mode:

From this screen you can work with both new and existing sales representatives. If an entry already exists for the sales representative number you specify, it will appear for you to change or delete.

Enter the following information:

Sales rep #

Options 

Enter the sales representative number, or use one of the options:

Name

Enter the sales representative’s name. It will appear on screens and reports in the same format as entered (last name first or first name first).

The name field is optional, and if present need not be unique.

Commission percent

If you have specified (in the Sales rep / commissions section of A/R Control information) that you do not pay sales representatives any commission, or that the commission is a function of the customer rather than the sales representative, this field may not be changed.

Options 

Otherwise, enter the commission percent for this sales representative, or use the option:

Commission method

If you have specified (in the Control information Use commissions field) that you do not pay sales representatives any commission, or that the commission is a function of the customer rather than the sales representative, this field may not be changed.

If you have specified (also in Control information) that commissions are a function of the sales representative but that commissions on margin are not allowed, this field automatically displays as on price and cannot be changed.

Otherwise, enter P if the percent in the previous field is a percent of the price,) or M if it is a percent of the margin (price minus cost). Your entry here will provide the default for this sales representative’s invoices, but the amount may be overridden on individual invoices.

If you select M, an item sold at a loss will reduce the sales representative’s commission.

Period-to-date, Next-period and Year-to-date Fields

Fields #5 through 10 are updated by other functions in this module.

Sales Period-to-date

Options 

Enter the amount for this sales representative’s period-to-date sales, or use the option:

Sales Next-period

Normally you should not enter anything in this field. It is updated during posting when you have started to work in the next period before you have closed the current period.

Sales Year-to-date

Enter the sales representative’s year-to-date sales.

Cost Period-to-date, Cost Next-period and
Cost Year-to-date

Enter the period-to-date and year-to-date cost of goods sold for the sales representative.

Commissions Period-to-date, Commissions Next-period and
Commissions Year-to-date

Enter the period-to-date and year-to-date commissions for the sales representative.

Graphical Mode

Click on Save or Save/New to record your entry or Cancel to remove your new entry or changes to an existing entry.

Character Mode

Make any needed changes by entering a field number and editing the field. To save your entry press <Enter>. For an existing entry you may use one of the options:

Practice

For practice, and to provide data for use in examples in subsequent chapters, enter additional sales representatives as follows. (Press <F2> at the Sales Period-to-date field for each sales representative.)

Printing a List of Sales Reps

Select

Sales reps from the Reports, general menu.

The following screen appears:

Graphical Mode

Character Mode

Enter the following information:

Starting sales rep #
Ending sales rep #

Options 

Enter the range of sales representatives to be included on the report, or use the option:

OK or Cancel

Select OK to print the report or Cancel to not print.

Character Mode

Answer Y to re-enter the screen, or N to print the report.