Adding or Modifying Salesperson Records

You can create records of your salespersons in Accounts Receivable, which you can use to define commission rates, among other things.

To add a salesperson record:

1. Open Accounts Receivable > A/R Setup >  Salespersons.

2. Click Create New.
3. In the Salesperson Code field, enter a new code to identify the salesperson, and then press Tab.
4. Enter the salesperson's name as you want it to appear on Accounts Receivable screens and reports.
5. In the Employee Number field, enter the employee number assigned to the salesperson in your company’s payroll records. This is an optional field, so you can leave it blank or enter other information in it.
6. In the Annual Sales Target field, enter the sales target or quota for the salesperson in the current year. If you do not assign sales targets, you can leave this field showing zeroes.
7. If necessary, add statistics for the salesperson for prior periods. More...

   Enter the year and period for which you want to enter statistics, and then for each transaction type:

   • In the Amount field, enter the total amount processed for the salesperson during the selected year and period.
   • In the Count field, enter the total number processed for the salesperson during the selected period.
8. Click Save.

To edit a salesperson record:

1. Open Accounts Receivable > A/R Setup >  Salespersons.

2. In the Salesperson Code field, enter the code for the salesperson record you want to change.
3. Make your changes.

   Note: If you make a salesperson code inactive, you can no longer assign it to customer records or transactions.

4. Click Save.

To delete a salesperson record:

1. Open Accounts Receivable > A/R Setup >  Salespersons.

2. In the Salesperson Code field, enter the code for the salesperson record you want to delete.
3. Click Delete.

Published: September 11, 2020
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