Sales Rep Information
Sales Representative Profile
Last Name - (REQUIRED) Enter the Last Name of the Sales Representative.
First Name - (REQUIRED) Enter the First Name of the Sales Representative. (If he/she has a middle initial you can add it here as well.)
Sales Rep # - (REQUIRED) (Also known as the USERID) This field is automatically filled after entering the Last and First Name of the Sales Representative. However it can be replaced with any entry you like. Note however that this field must be unique for the Sales Representative and cannot be blank. You cannot have the same value for more than one Representative. This value will automatically be entered into the Security database once you save the window.
SSAN # - (OPTIONAL) Enter the Social Security Number or Government ID number if required. This may be required depending on what state you live in. Be warned that this information is considered private and should not be available to the public or other Sales Representatives.
Phone # 1 - (OPTIONAL) Enter a phone number by which you can contact the Sales Representative. This can be a home phone, office phone, or cell phone.
Phone # 2 - (OPTIONAL) Enter a phone number by which you can contact the Sales Representative. This can be a home phone, office phone, or cell phone.
Email Address - (OPTIONAL) Enter the Sales Representative's email address.
Sales Representative Photograph
Adding Photographs - (OPTIONAL) Add a photograph of the Sales Representative by Right Mouse Click and selecting from the drop down menu the Load item. It will open the file explorer and allow you select the photograph you wish to add.
Commissions
Allow Sales Representative Commissions - (OPTIONAL) Check this box if you wish the Sales Representative to receive commissions on sales they create. (Note that Type of Commission, Commission Rate (%) and Total Commission to Date are disabled unless you check this box.)
Type of Commission - (OPTIONAL) Select from the drop down the type of commission to apply when figuring the commissions for the Sales Representative.
Commission Rate (%) - (OPTIONAL) Enter the commission rate. Enter the value as a decimal. i.e., 6.5% rate would be entered as 6.5 not .065. Make sure you enter the decimal where you want. Entering a value like 65 will be saved as 65%.
Total Commission to Date - (OPTIONAL) This field will reflect the total commissions to date for the Sales Representative. This is an accumulative value. To reset the value just highlight and delete the entry.
Comments
Comments - (OPTIONAL) Enter any information you wish to add for the Sales Representative in this field. Note that this information is printed on the Sales Representatives List.
Buttons
Save - Saves any changes you made and returns to the Main window.
Cancel - Cancels any changes you made and returns to the Main window.