Costpoint Help

Manage Sales Representatives

Use this screen to set up sales representatives and associate them with employees, territories, and telephone numbers.

You must link sales representatives to at least one employee. Sales orders grouped by sales representatives can be useful when creating ad hoc reports and commission calculations.

Initialize this screen when you set up Sales Order Entry. If you plan to use the screen during the sales order process, establish sales representatives before entering orders.


Display the Manage Sales Representatives Screen

You access the Manage Sales Representatives screen from the Materials domain.

Contents of the Manage Sales Representatives Screen

Use the fields and options to configure the Manage Sales Representatives screen.

Table Information for the Manage Sales Representatives Screen

Changes to the Manage Sales Representatives screen update several tables:


Parent Topic:

Sales Order Entry Controls