Sales Representative Maintenance

Program/Screen: SHELLD/SHELLD20

Description:

Use this screen to enter information about a sales representative such as her address, system user profile, start date, and the names of the people in her chain of command.

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• Navigation

• Fields

• Function Keys

• Related Programs

Navigation

Access this screen by entering an existing sales representative number on the Sales Representative Maintenance - Launch screen.  Enter information about a sales representative such as her address, system user profile, start date, and the names of the people in her chain of command.  Use function keys to enter commission percentages, revenue goals, and territories for the sales representative.

Unique Sales Representative Maintenance Screens

Sales Representative Maintenance - Launch

Sales Representative Maintenance

Sales Representative Maintenance - Commission Percentages

Sales Representative Maintenance - Revenue

Sales Representative Maintenance - Extended Information

Sales Representative Maintenance - Territories

Fields

Sales Representative Number

Displays the number of the sales representative whose record you are maintaining.

Name

Enter the first and last name of the sales representative.

User Profile

Enter the name of the sales representative's user security profile for the system.  If you do not know the name, press F4 to search for it.

Address 1

Enter the street address where the sales representative is located.

Alternate Representative Number

If applicable, enter the number for this sales representative from another system.

Address 2

If applicable, enter the second line of the street address where the sales representative is located.

City

Enter the city where the sales representative is located.

State

Enter the two-letter abbreviation for the state where the sales representative is located.

Zip Code

Enter the postal code where the sales representative is located.

Fax Number

If applicable, enter a fax number where the sales representative can be reached.

Phone Number

Enter the main phone number for the sales representative.

Alternate Phone Number

If applicable, enter another phone number where the sales representative can be reached.

Email

Enter the sales representative's email address.

Start Date

Enter the date that the employee started as a sales representative.

Termination Date

If applicable, enter the date that the sales representative left your employ.

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Region

Enter the code for the region out of which the sales representative works.  If you do not know the code, press F4 to search for it.

Territory

If applicable, enter the code for the territory that the sales representative covers.  If you do not know the code, press F4 to search for it.  If the sales representative is associated with more than one territory, press F13 (Shift + F1) to enter that information.

Location

If applicable, enter the branch location the sales representative works out of.

Commission Percentage

Enter the percentage of commission typically paid to the sales representative.  Use F8 to enter a more detailed commission schedule for the sales representative.

Needs 1099

Indicate whether the sales representative is a contract employee that requires a 1099 at the end of the year.

Region Vice President

Enter the number of the sales representative who is the regional vice president for the sales representative you are maintaining.  If you do not know the number, press F4 to search for it.  If the region vice president does not have a sales representative number, enter his/her name.

District Manager

Enter the number of the sales representative who is the district manager for the sales representative you are maintaining.  If you do not know the number, press F4 to search for it.  If the district manager does not have a sales representative number, enter his/her name.

Sales Manager

Enter the number of the sales representative who is the sales manager for the sales representative you are maintaining.  If you do not know the number, press F4 to search for it.  If the sales manager does not have a sales representative number, enter his/her name.

Position

Enter a user-defined code that you can use to group sales representatives for reporting and query purposes.

Function Keys

Related Programs

Sales Rep Commission Split

Sales Rep Commission Report

Region Code Maintenance

Territory Maintenance

Zip Code/Territory Default Maintenance

Assigned Account Maintenance

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