Editing Salespeople

To edit your Salespeople, click on the Edit buttons from the Salespeople screen:

 

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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.

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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.

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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 tab also includes the Transfer Customers button which allows you to transfer customers from this Salesperson to another. For more information about this feature, see our dedicated article.
This feature will not automatically appear if your company manages customer assignments based on Division/Territory.

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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.

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Comm % Settings

This tab is where you may set commission rates for this Salesperson by Order Code/Manufacturer.

Video Overview

Adding New Rates

You can add a new entry for this Salesperson using the New button.

In the resulting window, you can begin by choosing the Manufacturer(s) for this entry (1).
If you wish to choose all Manufacturers, use the corresponding checkbox next to the Search field.

Next, you'll choose the corresponding Order Codes (2).

Over to the right, you'll choose the House and Salesperson to Pay's split for the Manufacturer/Order Codes you've chosen (3).

 

In the example above, Dennis Nedry (the Salesperson being edited) is set to get 60% of all orders for the 11 Manufacturers and 12 Order Codes selected, while the House receives the remaining 40%.

Finally, if you'd like to add an additional automatic split for cases where the Order Writer is not this Salesperson, you can set their rate in the far right column (4).
You will need to ensure that the column adds to 100%, so any amount you add to the Order Writer will need to be deducted from the Salesperson.

In the example above, if there is a situation where someone else writes one of Dennis' orders, he will only receive 50% commission, while the Order Writer will receive his remaining 10%.

Once finished with this entry, click Add to have it added to the Salesperson.
This can be repeated as many times as needed for each combination of Manufacturer and Order Code as needed!

 

During the process of adding/editing Commission Rates as described above, there may be cases where a change in the rate a Salesperson gets needs to take place. The Commission Effective Dates fields can be used to accomplish this.

Locate the Order Code/Manufacturer combination you wish to add this change to on the Comm % Settings tab with the "eyeball" icon:


In our example, we will increase this Salesperson from his usual 60% to 65% starting on 07/01/2024 and ending on 07/31/2024 to incentivize them to write more Show orders. 

To accomplish this, locate the entry as shown above and use the "eyeball" icon to open it.
Use the Edit button next to the entry with no dates at the bottom of the window to edit the entry:



Using the Start and End date fields, enter the date range this change should be relevant to.

If this is an indefinite change, you may enter a future date, such as 12/31/2099.

 

Next, you can just enter the updated rates as you did initially when creating this rate.

 

When ready, click Add to add the entry.

You should notice two rows at the bottom; the standard rate, shown with no dates (1) and the future/temporary/etc. rate you just created with the relevant dates (2).

 

You may add additional changes like above by editing the original rate with no dates and repeating the process noted above.

Temporary rates can be deleted with the "trashcan" icon if needed.

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This tab is where you may assign/unassign Divisions, Salespeople Territories, and Manufacturer Territories to this Salesperson.

Like other screens, you can add options using the relevant drop-down menus and remove them using the "trashcan" icons.