Accolent ERP requires Salespersons to first be set up in the system. Once set up, Salespersons may be assigned to Customers. A user may be identified as a Salesperson in the User Details screen. Each Customer record should have an associated Salesperson assigned to it. Once Commission Types are set up, each Salesperson can have a different Commission Rate for each Commission Type. Once Sales Routes are set up these can be assigned to specific Salespersons. Salespersons can also be assigned Sales Territories.
Salesperson Record
- To add a new salesperson, set up the salesperson record in the Salesperson Master
- Go to Customers > Salespersons, choose Create Salesperson
Salesperson Code
- Each salesperson is assigned a unique Salesperson Code.
- Salesperson Code is a three digit alphanumeric entry.
Salesperson Name
- Enter Salesperson’s name.
Sales Manager
- Select an already set up Sales Manager.
Address
- Enter Salesperson’s address lines 1 and 2, City, select State and Zip Code.
Territory
- Select a Sales Territory from the dropdown.
- The sales Territory Value List must first be set up.
User Choice Fields
- Use user choice fields to store specific elements of data.
Contact Details
- Multiple contact details can be stored for each Salesperson.
Assigning Salesperson and Commissions
- Once Salesperson records are created, they may be assigned to Customers and Orders.
- The Salesperson recorded on an order will show up in the Commission Report.