Add a salesperson
Made2Manage must know who your salespeople are to accurately attribute sales and commissions to them.
To add a salesperson
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Open the Salesperson (SLPN) page.
a. Select Sales Management > Master Data > Salesperson.
Or
b. Search for SLPN or Salesperson in the Navigation box and then select Salesperson.
The Salesperson (SLPN) page appears.
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On the Toolbar, click New.
Or click Copy to base this salesperson on the existing data displayed on the page.
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In the Name box, enter the salesperson’s name and in the Initials field type the initials.
If your company uses Demand Forecasting, set Demand Forecasting information for this salesperson:
a. Select the Salesperson Forecasted checkbox, to use this salesperson in demand forecast units that include salespersons.
b. Select the Territory Forecasted checkbox, to use this salesperson’s territory in demand forecast units that include territories.
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Set alternate commission information for this salesperson:
a. In the Commission Code dropdown, select the code that represents the alternate commission this salesperson earns on sales.
b. In the Rate 2 (%) field, enter the alternate percentage commission this salesperson earns on sales.
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Set vendor and distributor information:
a. Click the Vendor lookup reference, and select the vendor if this salesperson is associated with a vendor.
b. Click the Distributor lookup reference, and select the distributor if this salesperson is associated with a distributor.
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Set salesperson information:
a. In the Commission Rate (%) box, enter the commission percentage. Or
Click the Calculator icon to display the Calculator. Enter the required value.
b. In the Territory dropdown, select the salesperson’s territory.
c. In the Comments box, enter notes about this activity.
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Click Save.