CS-G Enter Sales Rep Links

 

Purpose of Program

Use this program to assign commission percentages to a sales rep for a particular customer, item, class or combination.  These settings are only used when Extended Commissions are enabled in DEF-N Sales Commission Defaults (Evo-ERP)

Field Explanations

Rep Number (Required)

The salesperson's number as assigned in CS-A  Enter Salespersons

Customer Code (Optional)

Enter the customer code the Rep will be assigned to.

Item Number (Optional)

The item number the Rep is getting commission on.

Item Class (Optional)

The Item Class the Rep is getting commission on.

Rate

The commission percentage.  A 10% commission would be entered as 10.0000.

Start Date (Required)

Enter the date the commission is to take effect.

End Date (Optional)

Enter an ending date if applicable.

General Program Operation

The opening screen displays existing entries.  Click Add to add a new record.  Enter the Rep Number and a combination of Customer, Item and Item Class as applicable.

If the Rep gets the same rate for all sales to a customer, then enter the customer code and leave the Item Number and Item Class blank.

If the Rep gets different rates on different items or item classes sold to a given customer then there needs to be a separate record with the customer code and each item or item class.

If the Rep gets the same rate on all items within a class or on a particular item regardless of customer, then leave the customer blank and populate the item or class.

Enter the Rate and Start Date.  If this is a special commission for a promotional period, then the End date can be populated.