Having set up inventory items to sell, we now need to create some files for those individuals who will be doing the selling. When we set up customer files in the next section, we will want to identify each customer with a salesperson for reporting purposes. We create files for salespeople using the Salesman File Maintenance form (Figure 36) found under File Maintenance Salesman File.

The fields on the left side of the Salesman File Maintenance form are fairly self-explanatory. You first assign a Salesman I.D., and then fill in the salesperson’s information. The drop-down arrow next to the Salesman Type field lets you identify the salesperson as either an Inside salesperson or an Outside salesperson.

The Laptop Support section is where you set the salesperson up with laptop access to the system, so he or she can use Data Entrée's Mobile Distribution Software.

To the right, the drop-down arrow next to the Commission Type field lets you choose from a list of commission options. The options available are None, Percent of Sales, Percent of GP (gross profit, i.e., sell price less the Sales Cost from the Cost Information tab on the Inventory File Maintenance form), or Same As GP. If you choose Percent of Sales or Percent of GP, you then enter the salesperson’s Commission % in the field below. Below the Commission % field are two fields which let you specify minimums that each sale must meet for the salesperson to receive a commission on that sale. In the example shown in Figure 36, saleswoman Clara Calamai will get a commission equal to 3.5% of the gross profit on those sales that are at least $100.00 and for which the gross profit percentage was at least 18%. The last field on the form, the Commission Based On textbox, lets you choose whether the salesperson’s commission will be paid based on the Invoice Date or the Date Paid (the date the customer pays the invoice). The commission parameters you set up here are used to configure the Salesman Commission Report, which is used as the basis for commission payments to your sales force.

Setting Up Inventory

TOC

Setting Up Sales Tax Codes