Salesperson Management

OBJECTIVE

The Salesperson Management function is used to define members of the sales team. The sales representatives can then be identified in the various sales entry screens of the system and reports by sales representative can be generated.

You can create individual sales representatives or a sales team with a maximum of four people.

steps

maestro* > Invoicing > Maintenance > Customers > Salesperson Management

Create a Sales Representative or a Sales Team

Enter the required information:

The Configuration icon is used to define entry options for the Code field.

Fields followed by the * character are mandatory fields.

Field

Description

Code*

Code that identifies the sales representative or sales team.

Name

Name of the sales representative or sales team.

Address

Multiple fields can be used to enter the salesperson's complete address.

Commission Rate

Commission rate applicable to sales.

NOTE: Applies if the Code field represents an individual sales representative.

User Number

User number associated with the sales representative.

NOTE: This function automatically displays the sales representative associated with the user when a customer order is entered or when a call is entered in Customer Relationship Management (CRM).

1, 2, 3, 4

Salesperson/Rate

Allows the assignment of salespersons to a sales team with a participation rate for every salesperson in the group. The sum of all participation rates should sum up to 100%. For example:

Salesperson 1 - 70% participation rate - salesperson 1 will therefore gain 70% of the sales commission.

Salesperson 2 - 30% participation rate - salesperson 2 will therefore gain 30% of the sales commission.

Thus, for a $1,000 sale with a 10% commission rate, the shared commission will be $100: $70 to salesperson 1 and $30 to salesperson 2.

CRM Formula

Identifies the possible values by salesman based on desired criteria. This field will only be visible if Customer Relationship Management (CRM) module is installed. Please read the Editing a CRM Formula section for more information.

NOTES: You must first configure the Formula to Assign Salesperson field in configuration option (Invoicing Module), in the CRM section. Based on the fields defined in configuration, you must enter the values for various fields for each of the salesperson.

For example, you can specify that salesman 1 works in the Ontario territory. To do this, in the configuration option, the formula for assigning Salesperson will be: PROVINCE.

Afterwards, when you enter a call in Customer Relationship Management (CRM), the salesman will be selected automatically according to the formula set out in configuration and the values specified in Salesperson Management.

Field	Description
Code*	Code that identifies the sales representative or sales team.
Name	Name of the sales representative or sales team.
Address	Multiple fields can be used to enter the salesperson's complete address.
Commission Rate	Commission rate applicable to sales. NOTE: Applies if the Code field represents an individual sales representative.
User Number	User number associated with the sales representative. NOTE: This function automatically displays the sales representative associated with the user when a customer order is entered or when a call is entered in Customer Relationship Management (CRM).
1, 2, 3, 4 Salesperson/Rate	Allows the assignment of salespersons to a sales team with a participation rate for every salesperson in the group. The sum of all participation rates should sum up to 100%. For example: Salesperson 1 - 70% participation rate - salesperson 1 will therefore gain 70% of the sales commission. Salesperson 2 - 30% participation rate - salesperson 2 will therefore gain 30% of the sales commission. Thus, for a $1,000 sale with a 10% commission rate, the shared commission will be $100: $70 to salesperson 1 and $30 to salesperson 2.
CRM Formula	Identifies the possible values by salesman based on desired criteria. This field will only be visible if Customer Relationship Management (CRM) module is installed. Please read the Editing a CRM Formula section for more information. NOTES: You must first configure the Formula to Assign Salesperson field in configuration option (Invoicing Module), in the CRM section. Based on the fields defined in configuration, you must enter the values for various fields for each of the salesperson. For example, you can specify that salesman 1 works in the Ontario territory. To do this, in the configuration option, the formula for assigning Salesperson will be: PROVINCE. Afterwards, when you enter a call in Customer Relationship Management (CRM), the salesman will be selected automatically according to the formula set out in configuration and the values specified in Salesperson Management.

Click Save.

Editing a CRM Formula

Click the Edit the File icon to the right of the CRM Formula field.
In the Identification column, enter each of the fields of the formula defined in the configuration. Example: PROVINCE
In the List of Values column, enter the possible values. If multiple values are possible for this field, they must be separated by a semicolon (;).
Click OK to close the Entry of Values window.

To determine which fields are available in the formulas, refer to help on configuration, CRM section, for the Formula to Assign Salesperson field.

Salesperson Management

OBJECTIVE

steps

Create a Sales Representative or a Sales Team

Editing a CRM Formula

See also