Editing Salespeople

Keeping your Salespeople and their information up-to-date and accurate is key to success within MarketTime.

What you'll learn

• How to view and edit basic information about Salespeople

TABLE OF CONTENTS

• Viewing a Salesperson
  • Orders
  • Customer
  • Manufacturers
  • Order Settings
  • Notes
  
  

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

Viewing a Salesperson

The basic information of the Salesperson can be edited at the top of the screen:

Additionally, the tabs along the bottom allow you to manage other aspects of the Salesperson as well.

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.

Customer

This tab allows you to view/manage Customer Assignments for this Salesperson.

The Edit button allows you to edit existing assignments for customers listed on this tab.

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.

There are also Salesperson Quick Report buttons located on this tab, that allow you to view some basic information about that Manufacturer's sales with this Salesperson.

Order Settings

This tab allows you to manage the various Commission Rates for each Order Code, Territory, and Division assignments.

Notes

The Notes tab allows you to add notes for this Salesperson. Only Rep Group Admins may see this information.