“In this page, you will discover everything related to sales representatives, how to access the page, and how to add a new sales representative.
To access the ‘Sales Representatives’ page, please follow these steps:
- Start by clicking on the ‘Sales’ section from the main menu in the system.
- Next, you will be taken to the sales screen. Look for the ‘Sales Structure’ window in the top toolbar of the page.
- Click on the ‘Sales Structure’ window, then click on the link to the ‘Sales Representatives’ page.
Options and features of the Sales Representatives page:
- Sales representatives are responsible for promoting products or services and increasing sales volume. They are tasked with achieving specific sales goals and usually receive commissions based on the sales they generate.
- Sales representative information is entered into the system to link them to invoices and their respective transactions. This allows for the recording of sales and the generation of reports related to their performance. Using this data, you can estimate the sales volume achieved by each representative and provide analytical reports on their performance over specific time periods.
- By studying performance reports of sales representatives, you can monitor their success and measure the effectiveness of their strategies. These reports show the sales volume achieved by each representative, allowing for the calculation of the commission due to them based on predefined percentages.
- In summary, sales representatives are essential in the sales process as they contribute to achieving goals and increasing revenue. Analyzing their performance helps determine their success and the commission value due to them.
Explanation of how to add a new sales representative:
When you access the ‘Sales Representatives’ page in the system, you will find a set of options to add a new representative:
- Add the name of the sales representative: In this field, you can enter the name of the sales representative you want to add to the system. This name will represent the identity of the representative.
- Add contact information: In this section, you can input the contact information of the representative, including their phone number, fax number if applicable, and email address. These details facilitate communication with the representative when necessary.
- Add the base commission rate: In this field, you can specify the base commission rate that the representative will receive for each completed sales deal.
- Add the maximum base commission threshold: In this section, you can define the maximum sales amount that qualifies for the base commission. If the representative exceeds this threshold, commission calculation switches to other rates if applicable.
- Add additional commission for exceeding specified sales volume: In this part, you can set the additional commission rate that the representative will receive if they exceed the specified sales volume threshold.
- Click the ‘Add New Record’ button: Once you’ve filled in all the required information, you can click the ‘Add New Record’ button to register the sales representative’s data and their specific settings.
In summary, these options allow you to easily add and customize sales representative data, ensuring the registration of necessary details and accurate organization of commission-related financial factors.
With this information, you can now easily access and manage the ‘Sales Representatives’ page and add new sales representatives as needed.”