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xTuple Enhanced Commissions Product Guide |
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xTuple Enhanced Commissions Product Guide |
| 5.2. Sales Rep Groups | ||
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 | 5. Configure Master Information |  |
To access the Sales Rep Group master list, select under in the left pane of the Sales Setup screen.
If the Sales Rep Groups master list is not visible, you will need to go through the configuration of the module from the beginning to ensure that the user has sufficient privileges and that enhanced commissions is enabled.
Sales Rep Group master list
The Sales Rep master list displays the name and description of each existing sales rep group. These groups can be used to filter on groups of sales reps when commission schedules are assigned.
You can add, maintain, view or delete sales reps from this screen. When you add, maintain or view a sales rep, you will be presented with the following screen:
Sales Rep Group
This is the name of the sales rep group.
This field can be used to give a description for the group to make it easier to identify.
This section of the screen contains a list of the sales reps having this group assigned to them. Click the button to select and add sales reps from the Sales Reps master list to the group.
List of available Sales Reps
To remove an existing sales rep from this group, click the button on the Sales Rep Group screen.
When adding or maintaining a sales rep group, it is necessary to save any changes by clicking the button. You can exit the screen by clicking the button.
Another method for assigning a sales rep to a sales rep group is to maintain a sales rep from the Sales Rep master list and click on the button on the tab. You will be presented with the list of available sales rep groups where you can highlight a group and click on the button to attach the group to the sales rep.
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| 5.1. Sales Rep |  | 5.3. Commission Schedules |