CS-A  Enter Salespersons

Purpose of Program

Use this program to set up a new salesperson or to make changes to an existing salesperson's master record.

The salesperson can be an employee or an outside agent.  If an employee, the salesperson must first be set up as an employee in SM-G  Enter Employees.  The salesperson number will be the same as the employee number set up in SM-G.  

If the salesperson is an outside agent, the salesperson number can be any number that is not being used in SM-G's employee file.  Outside agents must first be set up as vendors in AP-A  Enter Vendors.

Field Explanations

Salesperson Num

The salesperson's number that will be used in SO-A  Enter Sales Orders, and in various other programs and reports throughout the system.  If the salesperson is an employee and has a record in the employee file (as entered in SM-G  Enter Employees) the salesperson number must be the same as the employee number.  If the salesperson is an outside agent, the salesperson number can be any number that is not used as an employee number.

Class

Enter an E if the salesperson is an employee whose commissions are to be paid through payroll whether it be the internal Payroll module, the CheckMark payroll via the Payroll Link module or an independent payroll processing company such as ADP.  Enter an A if the salesperson is an outside agent whose commissions are to be paid through Accounts Payable.

Vendor Code

If the salesperson is set up as an outside agent, enter the vendor code the commissions are to be transferred to.  The salesperson should be first be set up as a vendor in AP-A  Enter Vendors.  A Sales Agency could have multiple sales reps all posting to the same vendor in AP.

First Name / MI

The salesperson's first name and middle initial.  If you enter a salesperson that is already set up as an employee, the information in this field will automatically be updated from the employee record, but can be changed, if desired.

Last Name

The salesperson's last name.  If you enter a salesperson that is already set up as an employee, the information in this field will automatically be updated from the employee record, but can be changed, if desired.

Rate

The commission percentage.  A 10% commission would be entered as 10.0000.  This is the default rate that is used if there are not commissions established for the inventory item or customer.

How

Enter a G if commissions are to be calculated on gross sales.  Gross sales refer to the net sales amount after discount per line item and excludes tax and freight. Enter a C if commissions are to be calculated on the cost of goods sold, which is the inventory average cost at the time of invoice posting.  Enter an N if commissions are to be calculated on the net profit or gross margin, which is the gross sales amount less the cost of goods sold. Enter an F if the commission is to be calculated based on FOB selling price.  In this case, the commission would be calculated based on the Bill To customer contract pricing while the actual sales order line items would have different pricing based on embedded freight charges incorporated into contract pricing assigned to the SHip To Customer.    In all cases, tax and freight are excluded.  The Extended Commissions system only calculates commission on the gross sales amount (G) or FOB amount (F)

When

Enter an I if commissions are due when posting the invoice or a P if commissions are due when the customer payment is posted or an A if you want to accrue commissions and post to the GL when invoices are posted but not allow transfer of the commission to AP or Payroll until cuustomer payment is received.

General Program Operation

The opening screen displays existing salespersons in a list window.  To add a new salesperson, click on the Add button (or press <Insert>).  You will then be taken to the entry screen.  Enter the information according to the Field Explanations above.  At any point you can save the record by clicking on the Save button (or press F10), or when you complete the last field the record will be saved.  After the record is saved you are returned to the opening screen where you can add more records or edit existing records.

To edit an existing record, highlight it in the list window and click on the Edit button.  This will take you to the entry screen.  Make the desired changes, then click the Save button (or press F10).

To exit the program, from the opening screen click the Exit button (or press <Esc>).