Sales Reps

Sales Reps are one of the two commissionable individuals associated with customer accounts in Deacom, the other being Brokers. The "Sales Rep" field is a required entry on Bill-to records, Ship-to records, and Sales Orders. Sales Reps are first assigned to the appropriate Ship-to, which acts as the default when entering new Sales Orders. Deacom allows multiple Sales Reps to be assigned to a customer, the only stipulation being that the total sales assignment percentages must equal 100%.

System Navigation

• Sales > Maintenance > Sales Reps

Edit Sales Rep form

Opened via the "New" or "Modify" buttons on the Sales Reps form, the Edit Sales Rep form contains two tabs to house information, General and GL Overrides, and tow buttons, "Retroactive" and "View Tree". If the "Retroactive" button is clicked, any changes to the record selected will be re-assigned to all Sales Orders based on the starting date defined in the button window. In other words, if the Sales Group of the selected Sales Rep is updated and this button is used, all orders with this Sales Rep assigned will be updated to reflect the Sales Rep's new Sales Group. The "View Tree" button is used to show the sales rep hierarchy when using the "Manager" button on the Edit Sales Rep form.

• This button changes all Sales Order Types and modifies orders in all statuses including Not Shipped, Shipped, Invoiced, and Paid. Historical copies of these orders are updated as well.

• Use this button with caution as the action cannot be undone.

• Examples of using this button specifically for Sales Reps can be found on Managing Customers Using Sales Assignments page.

General tab

Field/Button	Description
First Name	Displays the first name of the rep.
Last Name	Displays the last name of the rep.
Sales Group	Search field used to select the Sales Group to which this rep belongs.
Sales Rep ID	Used to store legacy system id information, up to 30 characters.
Street, Street 2, City, State, Zip	Displays the street address information for the rep.
Sales Quota	Defines the target sales quota for the selected rep.
Home Phone	Displays the home phone number for the rep.
Country Code	Search field used to select a Country Code for the phone number entered.
Fax, Cell Phone, Beeper	Displays the fax, cell, and beeper numbers for the rep.
Email	Displays the email address for the rep.
Vendor	Search field used to link the rep to a Vendor.
Manager	Search field used to link the rep to their respective Manager. This allows users to set a hierarchy for Sales Reps, where the Manager can view sales records of any Sales Rep they are assigned to, as well as any those Sales Reps are assigned to. This hierarchy can be viewed by selecting "View Tree" at the top of the form.
Active	If checked, this record is active. Only active records may be used in the system.
Default	If checked, the selected rep is the default that will be used when creating new Bill-to Companies.
Commission Eligible	If checked, the selected rep is eligible for Commissions.

GL Overrides tab

GL override by Sales Representative is the behavior where sales transactions (like shipping or invoicing Sales Orders) can override the GL code affected, based on the Sales Representative on the transaction. This allows different groups of Sales Representatives, or even every individual Sales Rep, to use different GL codes for Revenue, COGS, and A/R, if desired. GL Overrides are populated from the Chart of Accounts form, accessible via Accounting > Maintenance > Chart of Accounts. For more information, refer to the Configuring GL Overrides page.

User Fields tab

Deacom allows the creation of user-defined fields that, once created, are available on various master data records such as items, Vendors, and Ship-to Companies. These fields allow companies to enter and store information outside of the fields provided in the system. User fields may be added via Tools > Maintenance > User Fields. For more information, refer to Configuring User Fields and User Calculations.