File - Salesperson

Use this option to maintain the Salesperson master file. The Salesperson master file contains information about the people who are selling products within the organisation. Before entering any information into the Salesperson master file, make sure that the Commission Code master file has been correctly entered.

Reference For more details on the Commission Code master file, refer to "File - Commission Code".

Each customer may be assigned to a salesperson so that the items bought by a customer can be credited against that salesperson’s budget (the default salesperson for a customer may be overridden at order entry/invoice time). A salesperson may be applied to the whole invoice or to each line of the invoice as you require. This information can then be used to determine the salesperson’s commissions.

Technical Tip You apply a default salesperson to a customer using the Default Salesperson field on the Debtor File Update screen - Debtor tab (refer to "File - Debtor - Debtor"). You select whether a salesperson is applied to an entire invoice or to each invoice line using the Ask Salesperson each line field on the Invoicing Configuration screen (refer to "Edit - Program - Invoicing").