You use this program to capture and maintain details of salespersons required within the system.
| Field | Description |
|---|---|
| Customer branch | Indicates the branch to which the salesperson has been assigned. |
| Salesperson | Indicates the code of the salesperson you are maintaining. |
| Salesperson information | |
| Name | Describes the salesperson. |
| Salesperson is collector | Select this if the salesperson will collect customer payments. Enabling this adds the salesperson to the list of collectors (Browse on AR Collectors). This only applies when the Collector required option is enabled (Accounts Receivable Setup). |
| Commission percent | Used by the Sales Orders module if the source of commission is based on the salesperson (Sales Order Setup). |
| This year's budgets | These fields enable you to assign the current year's monthly budgets to the salesperson. These budgets are used to measure the salesperson's performance against actual sales, as reflected on the Sales by Salesperson report. |
| Period 1 - 12 | Indicates the salesperson's sales budget amount for each month of the financial year. |
| Period 13 | This indicates the sales budget amount for the month 13 of your financial year (only available if your number of accounting periods per year is set to 13 (Company Maintenance). |
| Total budgets | Indicates the total of the budget values entered. |
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Although you can delete a salesperson who has sales in the last 13 months, this can compromise the accuracy of sales analysis figures reflected on various reports.
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A salesperson cannot belong to more than one AR branch when the Collector required option is enabled (Accounts Receivable Setup).
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.