Adding a Rep
In this exercise you learn to add a Sales Representitive. As Reps are added, the Rep Codes show up in the appropriate Popup's found in the "Order", "Invoice", "Proposal" and "Customer" records
So far, all the records we have dealt with have been in the Sales Dept. This record is in the Admin Dept.
1. Dept menu > Admin Dept
The menu bar will change giving you the features associated with the new Dept. For this exercise select: Records menu > Reps
An Output screen opens listing all the "Rep" records currently in the data base.
Action menu > Add Record
This opens a blank record for the input of the new Rep.
Enter the Rep information, Check the "Active" box at the top of the page to activate the Rep. If a situation occurs that leaves the Rep no longer active unchecking this box keeps the Reps info and records but removes the Rep from future transactions and calculations.
The "Rep" record has a "Contact" record similar to the one in the "Custoemr" record. Use this area for individuals at this Rep Company.
The "Rep" record also includes a "Quota/ Territories " page.
The top of this page is available for "Quota" and "Service" records for this Rep.
The lower part is to set up the Reps Territory. Each Contact for the Rep comapany may be assigned a Territory by Zip code.
Click "OK" to save and exit the record.
The Reps record also includes an "Order/Invoices" page identical to a Customers "Order/Invoice" page, it shows all Orders, Invoices, and Proposals associated with this Rep.