Use the following fields to create and maintain a salesperson/territory record.
1.* Salesperson/Territory
Enter salesperson/territory code (up to 3 characters).
2. Salesperson/Territory Name
Enter the salesperson/territory name (up to 30 characters).
3. Region
Enter the region for this salesperson. The entry must be a valid region.
4. Branch
Enter the branch code for this salesperson. The entry must be a valid branch. Press Enter to default to the branch assigned to the terminal. The branch is used to sort salesman by branch on the Slsp/Terr Sales Report.
5. Commission %
Enter the commission percent the salesperson is paid (0-99.99). This percent is used to calculate commission amounts on invoices created if commissions are calculated based on the salesperson percentage (set in the SM company control record).
6. Max Calls A.M.
Enter the maximum A.M. calls that this salesperson can complete.
7. Max Calls P.M.
Enter the maximum P.M. calls that this salesperson can complete.
1.* Salesperson/Territory
Enter salesperson/territory code (up to 3 characters).
2. Month-to-Date
Enter month-to-date sales for this salesperson (+/- 99999999.00). Press Enter to default to 0. Enter month-to-date cost for this salesperson (+/- 99999999.00). Press Enter to default to 0.
3. Year-to-Date
Enter year-to-date sales for this salesperson (+/- 99999999.00). Press Enter to default to 0. Enter year-to-date cost for this salesperson (+/- 99999999.00). Press Enter to default to 0.
4. Prior Year
Enter prior year sales for this salesperson (+/- 99999999.00). Press Enter to default to 0. Enter prior year cost for this salesperson (+/- 99999999.00). Press Enter to default to 0.
5. SA History Exists For This Salesperson/Territory. Enter New Salesperson/Territory Code To Store SA Records Under.
Enter the SA salesperson/territory code set up to automatically transfer sales history information to. The entry must be a valid salesperson/territory.