Associate a Sales Representative with a customer to assist in tracking sales commissions, etc.
What you'll find:
Tip
Add or Edit all Sales Representatives before clicking Save since saving also closes the window.
To add a Sales Representative
* indicates a required field
Navigate to Accounts Receivable > Manage > Sales Representatives.
The Manage Sales Representatives window opens.
In the Name* column, enter a unique name for the Sales Representative.
Fill in Phone and Email columns.
Ensure the Active check box is selected.
Active is selected by default after the name has been entered.
Click Save.
You can edit any of your existing Sales Representatives at any time by changing their descriptions. You can also change the active status.
To edit a Sales Representative
* indicates a required field
Navigate to Accounts Receivable > Manage > Sales Representatives.
The Manage Sales Representatives window opens.
Edit as needed.
Click Save.
When you add a Sales Representative the default setting is active, but you can also reactivate a Sales Representative that had been deactivated.
To deactivate or activate a Sales Representative
Navigate to Accounts Receivable > Manage > Sales Representatives.
The Manage Sales Representatives window opens.
In the Active column, clear or set the Active check box of the Sales Representative as applicable.
Click Save.
You can remove only Sales Representatives that have not been used on a customer account. If the Remove button is greyed out, the Sale Rep is in use and cannot be removed.
To remove a Sales Representative
Navigate to Accounts Receivable > Manage > Sales Representatives.
The Manage Sales Representatives window opens.
Select the Sales Representative you want to remove and click Remove Sales Rep.
Click Save.