xTuple Enhanced Commissions Product Guide

When setting up the Sales module, we have already seen new master lists that have become available after activating the enhanced commissions package. You will also notice several other new items throughout the system that did not exist previously. One area is the Customer screen.

As you may have noticed, previously there was only one sales rep for every customer. The Customer screen now contains an additional tab called Sales Reps which hold multiple sales reps. A customer can have one primary sales rep and multiple secondary sales reps. Any of the following paths will get you there:

Customer with Sales Reps tab

In our example we will be maintaining sales reps for the customer TTOYS. To add a new sales rep, click the NEW button from the top menu bar in the Sales Reps tab. You will be presented with the following screen:

Sales Rep Assignment to customer

You can select an additional sales rep from the drop down menu next to Sales Rep:. Note that the customer in our example already has a primary sales rep assigned and it is not possible for a customer to have more than one primary sales rep. If this were the first sales rep assignment, we would check the Primary check box.

Click the SAVE button to preserve any changes. In our example we will simply click the CLOSE button without saving.

This chapter concludes the sales setup and customer options necessary for using the enhanced commissions when processing sales orders, invoices and paying sales reps and managers.