Salespeople

Overview

The Salespeople object is located in the left pane of your screen. It is used to set up all your salespeople in the system. Individual Salespeople are listed in alphabetical order under the Salespeople object. Clicking on one of the Salespeople will open the corresponding Salespeople form in the right pane of the screen. Enter and edit your information for that salesperson here.

Fields

General Contact Information:	Provide the name, address, telephone numbers and email address of the salesperson.
Initials:	The initials of the salesperson. The initials must be unique (that is, no two salespeople should have the same initials). These are used when assigning a salesperson to a client and job.
Extern:	[030430] This field allows you to enter an external salesperson id when using @Quote Plus 32 in conjunction with a third-party accounting package.
Commission Base:	Select Sales to indicate that the salesperson's commission should be calculated as a percentage of the total sale, or Profit if it should be calculated as a percentage of the profit margin of a sale.
Percent:	Specify the default percentage rate of commission for this salesperson.
Use commission table for Job Type:	This field is used to specify that, if a commission rate table has been specified for the Job Type of this job, the table should be used to calculate commission. If no table has been specified for this Job Type, the salesperson's default commission percentage is used.
Retire:	[030224] Like employees and inventory items, salespeople can be retired by checking the Retire box. Note that retired salespeople will remain on file for reports; however, their initials will be dropped from the dropdown list on the client and job screens.

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