The Sales Rep Management screen is the control center for the sales force. Here is where Sales Reps, Territories, and Agency sales entities are assigned. We also create the link between these sales force entities and their corresponding Users in the system. Once a sales rep/territory/agency is created in the system, it can be assigned to Customers and Invoices.
When adding a sales entity, we have the choice to designate it as a Sales Rep, Agency, or Territory. These options are provided to logically separate the different types of sales forces in use, but they generally do not effect the assignment to Customers or Invoices.
The Split Rate designated here is the percentage the sales rep/agency/territory receives of the commission amount paid to the company. For example, a 60 entry would designate that 60% of the commission goes to the rep and 40% goes to the company.
Setting the Disable Date will disable the sales entity, making it no longer appear in the Customer or Invoice Sales Rep selector drop-down boxes. Existing assignments to the disabled sales rep will continue to hold, however new assignments to a disabled sales entity can not be made.
You have the ability to assign the sales entity to one or more Users in the system. Each User that is checked for the sales rep has access to that sales territory. I.e. if Roger is checked for our sales territory, Roger will be able to see all of the Customers that are assigned to that sales territory in the Customer Listing screen. If the User already has the ability to see all Customers in the system, such is the case with the Owner Role by default, then it is not necessary to check that User for the sales entity since it is redundant.
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