Costpoint Help

Contents of the Manage Sales Representatives Screen

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

Identification

Field Description
Sales Representative Code Enter an identification code for the sales representative.

Sales Representative Info

Field Description
Employee Enter, or click to select, an employee ID. This ID should be active on the Manage Employee Information screen in the Employee module. You can assign an employee to more than one sales representative code; However, a sales representative code can be associated with only one employee. After you have entered a valid employee ID, the employee name displays in the adjacent field.
Territory Enter, or click to select, a territory for the sales representative. Establish sales territories on the Manage Sales Territories screen in Accounts Receivable.

Contact Numbers

Field Description
Phone Enter the primary telephone number for this sales representative.
Fax Enter the fax number for this sales representative.

Parent Topic:

Manage Sales Representatives