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.
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.
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.
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.
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).
Enter a number (code) to identify the salesperson, using up to six characters.
If the salesperson is paid commissions, select this option.
Fields appear for you to enter rates and sales amount ranges. (These rates are not used for item categories that have a commission rate.)
Select a number from 1 to 5, depending on the number of commission rates that apply to the salesperson. The fields you do not need are cleared from the screen.
For each rate, type the total sales amount up to which the rate applies. The program inserts the upper amount from each rate as the lower amount for the next rate.
These rates are used on sales of Inventory Control items in categories that use zero commission rates.
Type the total sales amount up to which the corresponding commission rate applies.
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.
If adding historical data, enter the total amount of the transactions that were processed by or for the salesperson during the displayed period.
Do not include the amounts and numbers of invoices and other types of transactions you will post for the salesperson when you enter historical and year-to-date Accounts Receivable transactions. If you do, transactions totals will be included twice.
If adding historical data, enter the total number of invoices, receipts, credit notes, debit notes, discounts, and write-offs that were processed by or for the salesperson during the displayed period.
Do not include the amounts and numbers of invoices and other types of transactions you will post for the salesperson when you enter historical and year-to-date Accounts Receivable transactions. If you do, transactions totals will be included twice.
Type or select the fiscal period for which you are entering statistics (or for which you want to view statistics).
Type or select the fiscal year for which you are entering statistics (or for which you want to view statistics).
Overview
Note: Depending on how your system is set up, this desktop screen may also be available as a web screen. For more information, see the Web Screens Getting Started Guide or the help for Sage 300 web screens.
You use the A/R Salespersons screen to:
- Identify salespersons by name or employee number on transactions and reports, and keep statistics.
- Specify an annual sales target (quota) for each salesperson.
- Specify whether the salesperson earns commissions.
- Specify up to five rates that Sage 300 Order Entry 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).
The salesperson number identifies the salesperson on transactions and reports. You can also enter an employee number and annual sales target or quota for each salesperson.
Commission Tab
If you use Order Entry, use the Commission tab to add or edit commission rates for salespersons. More...
Statistics Tab
If you use the Keep Salesperson Statistics option (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 use the option to edit salesperson statistics, you can enter statistics for the year to date and for prior years for each salesperson during setup, and edit or review the statistics, as needed, on the Statistics tab.