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13.3.4. Sales Reps

To access the master list of Sales Reps, select the "Sales Reps" option. The following screen will appear:

Sales Rep Master List

The Sales Rep master list displays the name, identification number, and active status of all existing Sales Reps.

13.3.4.1. Sales Rep

To create a new Sales Rep, select the NEW button. The following screen will appear:

Create New Sales Rep

When creating a new Sales Rep, you are presented with the following options:

Number

Enter a code to identify the Sales Rep. This is the same as the Sales Rep's CRM Account Number.

Name

Enter the full name of the Sales Rep. This is the same as the Sales Rep's CRM Account Name.

Active

Select if the Sales Rep is currently active. Not selecting means the Sales Rep is inactive.

Comm. Prcnt

Enter the commission percentage for the Sales Rep. For example, if the commission is to be 5%, enter the value ".05". The commission on the Sales Rep record is a default value. When you first associate a Sales Rep with a Customer—or with a Ship-To Address—the system will copy in the commission from the Sales Rep record as a convenience. If you later update the commission percentage on a Sales Rep record, that update will not recursively update all the commission records wherever that Sales Rep is used.

The following buttons are unique to this screen:

ACCOUNT

Select to open the Sales Rep's Account.