Accounts Receivable > Setup > Salespersons

Salespersons

You use this program to capture and maintain details of salespersons and collectors required within the system.

Toolbar and menu

Field Description
Branch Indicate the Accounts Receivable branch for which you want to maintain salespersons.
Salesperson Indicate the salesperson code you want to add to the branch or to maintain.

Salesperson Details

Field Description
Customer branch Indicates the branch to which the salesperson has been assigned.
Salesperson Indicates the code of the salesperson you are maintaining.
Salesperson information  
Name Describes the salesperson.
Salesperson is collector Enable this if the salesperson will collect customer payments adn to add the salesperson to the list of collectors in the ARSCLL table (Browse on Collector). This only applies when the Collector required option is enabled (Accounts Receivable Setup).

When this option is not enabled, the salesperson is only added to the SALSLS table.
Commission percent Used by the Sales Orders module if the source of commission is based on the salesperson (Sales Orders Setup).
This year's budgets Assign the current year's monthly budgets to the salesperson. These budgets are used to measure the salesperson's performance against actual sales, as reflected on the Sales by Salesperson report.
Period 1 - 12 Indicate the salesperson's sales budget amount for each month of the financial year.
Period 13 Indicate the sales budget amount for the thirteenth month of your financial year if your number of accounting periods per year is set to 13 (Company Setup).
Total budgets Indicates the total of the budget values entered.

Notes and warnings

Deletion considerations

  • Although you can delete a salesperson who has sales in the last 13 months, this can compromise the accuracy of sales analysis figures reflected on various reports.

  • When deleting a salesperson who is also a collector, you are prompted to delete the collector as well as the salesperson.

    If you select not to do so, then only the salesperson is deleted from the SALSLS table only. The collector is not deleted from the ARSCLL table. It is therefore possible to have a collector who is not also a salesperson.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.