Fields and controls
Annual Sales Target
Enter the amount of the sales target or quota for the salesperson in the current year. You can also leave this field blank or enter a figure that you use for other purposes.
Employee Number
Enter the employee number assigned to the salesperson in your payroll records. This is an optional field and you can leave it blank or enter other information in it.
Inactive (as of)
Select this option when you do not want to assign the salesperson number to any customer records or allocate document totals to it in the Invoice Entry screen.
If you make a salesperson record inactive, you must edit any customer records, ship-to locations, and transactions that use the inactive number. You cannot save changes to customer records or ship-to locations, or post batches that contain inactive salesperson numbers.
Last Maintained
This is an information field in which the program displays the date of the last change made to the salesperson record. You do not make an entry in this field.
Name
Enter the salesperson’s name in the order you want it to appear on Accounts Receivable screens and reports (usually first name followed by last name).
Salesperson Code
Enter a code to identify the salesperson, using up to eight characters.
Commission Tab
Number of Commission Rates
Select a number from 1 to 5, depending on the number of commission rates that apply to the salesperson.
You can then use the table to specify the rate percentage and the sales amounts to which each rate applies.
These rates are used on sales of Inventory Control items in categories that use zero commission rates.
On Sales of
Type the total sales amount up to which the corresponding commission rate applies. The program inserts the upper amount from each rate as the lower amount for the next rate.
Paid Commissions
If the salesperson is paid commissions, select this option.
You can then select the number of commission rates and specify the rates in the table.
Rate %
Type the salesperson's commission rate for the range of sales amounts.
Order Entry applies this rate to the sales amount or margin, depending on how you track commissions in Order Entry.
Statistics Tab
Use this tab to view the total amounts and numbers of invoices, receipts, credit notes, debit notes, discounts, and write-offs for that salesperson.
Note: The program only shows this information if the Keep Statistics option is selected in the Salesperson Statistics section on the A/R Options screen.
Amount
Displays the total amount of the transactions of each transaction type that were processed by or for the salesperson during the displayed year and period.
You can add historical data, but do not include the amounts you will post for the salesperson. If you do, transactions totals will be included twice.
Count
Displays the total number of transactions of each transaction type that were processed by or for the salesperson during the displayed year and period.
You can add historical data, but do not include the number of the transactions that you will post for the salesperson. If you do, transactions totals will be included twice.
Period
Type or select the fiscal period for which you are entering statistics (or for which you want to view statistics).
Transaction Types
Displays the following transaction types: invoices, receipts, credit notes, debit notes, discounts, and write-offs. The program tracks statistics for these transaction types.
Year
Type or select the fiscal year for which you are entering statistics (or for which you want to view statistics).
YTD Amount
Displays the total amount of the transactions of each transaction type that were processed by or for the salesperson during the displayed year for all periods.
YTD Count
Displays the total number of transactions of each transaction type that were processed by or for the salesperson during the displayed year for all periods.
Overview
You use the A/R Salespersons screen to:
- Identify salespersons by name or employee number on transactions and reports.
- Specify an annual sales target (quota) for each salesperson.
- Specify whether the salesperson earns commissions.
- Specify up to five rates that Sage 300 can use to calculate sales commissions.
- (For more information on how commissions are calculated and the options you use to track commissions, see the Sage 300 Order Entry help.)
- Keep track of the total amount and number of invoices, receipts, credit notes, debit notes, discounts, and write-offs for the salesperson (if you use the option to keep salesperson statistics).
- Review sales statistics for the salesperson in the current year and period, the year to date, or previous years and periods (if you use the option to keep salesperson statistics).
Commission Tab
Use the Commission tab to add or edit commission rates for salespersons.
Note: You can change rates for salespersons' commissions at any time. However, the new rates and rate ranges will have no effect on amounts that have already been accumulated since the commissions were last cleared.
If you track commissions in Order Entry, that program calculates commissions for invoices when you run Day End Processing, and accumulates them for the Salesperson Commissions report.
For information on how Order Entry calculates sales commissions, see the Order Entry help.
Note: Order Entry uses the salespersons' rates specified on the Commission tab only if the commission rates for the Inventory Control categories are zero.
Statistics Tab
If you use the Keep Statistics option in the Salesperson Statistics section on the A/R Options screen, Accounts Receivable automatically updates the total amounts and numbers of invoices, receipts, credit notes, debit notes, discounts, and write-offs in salesperson records when you post transactions.
If you also select the Allow Edit of Statistics option (on the A/R Options screen), you can enter statistics for the year to date and for prior years for each salesperson during setup, and edit the statistics, as needed, on this tab.