Basic Salesperson Information
The cards at the top of the screen allow you to update basic information about the Salesperson:
Name - First and Last Name of the Salesperson.
Abbreviation - Unique abbreviation for this Salesperson, up to 4 characters.
PO Prefix - 1-4 Character prefix for all PO Numbers generated when this Salesperson writes orders.
Email - Email Address for the Salesperson
Salesperson Group - If applicable, this is where the Salesperson Group is managed. Learn more About Salesperson Groups.
Email for Orders - If there is an alternate email address this Salesperson requires for email notifications from MarketTime, it may be entered here and will supersede the Email field above.
Name - First and Last Name of the Salesperson
Address - Physical address of the Salesperson. This information is only available to Sales Agency Admins and does not appear to Customers or Manufacturers.
Phone - Phone Number for Salesperson. This information DOES appear on order copies to Customers and Manufacturers.
Fax - Fax Number for Salesperson. This information DOES appear on order copies to Customers and Manufacturers.
Email - Email Address for the Salesperson
Notes - Internal company notes for this Salesperson. This information is only available to Sales Agency Admins and does not appear to Customers or Manufacturers.
Orders
The Orders tab functions the same way as the Browse Orders screen does, allowing you to search/sort as needed, edit/transmit incomplete orders, and view PDF copies of the orders for this Salesperson.
This tab also includes the Transfer Orders button which allows you to transfer orders from this Salesperson to another. For more information about this feature, see our dedicated article.
Customers
This tab allows you to view/manage Customer Assignments for this Salesperson.
The Edit button lets you edit existing customer assignments listed on this tab.
This feature will not automatically appear if your company manages customer assignments based on Division/Territory.
Manufacturers
The Manufacturers tab allows you to view/edit the Manufacturers assigned to this Salesperson.
Additional Manufacturers can be assigned to the Salesperson using the Assign button.
Salesperson Quick Report buttons on this tab allow you to view some basic information about that Manufacturer's sales with this Salesperson.
Comm % Settings
Use the Comm % Settings tab to set commission rates for this salesperson by Manufacturer and Order Code. Every commission rate screen now uses the same Commission Rate Adjustment window, so adding, editing and bulk editing rates all look and work the same way.
Adding a New Rate
- Click New.
- Choose the Manufacturer (1) and Order Code (2).
- Enter the Commission (3) rates. Optionally, enter a Start and End (4) date if the rate only applies for a set period.
- Save the rate by clicking Add (5)
Setting a Default Rate
- Click Default.
- The same Commission Rate Adjustment window opens, without the Manufacturer dropdown.
- Enter the rates and dates and save.
Editing an Existing Rate
- Click the commission rate record you want to change.
- The window opens with that record's details already filled in, so there's no need to select it again.
- Make your changes and save.
Bulk Editing Date-Range Rates
- Select the date-range commission (1) rates you want to change.
- Open the bulk (2) edit window.
- Change the Standard Commission and/or Order-Writer Split rates.
- Save to apply the change to every selected rate.
Resetting all Order Codes
There is a Reset option to delete all Order Codes from a Salesperson.
This option will remove all Order Codes from the salesperson. If you reset, all order codes will be deleted. You will have to enter all Order Codes again form this salesperson.