Overview
The Rootstock Salesperson is an entity (person, group, etc.) that is assigned to customers and eventually Sales Orders, for the purpose of tracking sales bookings and commissions. The salesperson can optionally be linked to a system user, and can also be linked to a vendor.
Application
The Rootstock Salesperson Master is the record assigned on customer records and Sales Orders for the calculation of commissions.
Navigation
Search Waffle: Rootstock Salesperson Master
Processing
To add a new record select, New Rootstock Salesperson Master button.
To work with an existing record select, in the drop down for the row
Edit: To maintain an existing record.
Delete: To delete an existing record. A delete is not allowed if this record is referenced elsewhere.
Change Owner: Change the owner of the record.
To view a record, in the row select the Name in the Name Column.
Fields
Salesperson ID: This is the Salesperson ID for this Salesperson. If the Salesperson ID is not to be identified with a System User ID, leave this field blank and enter the Salesperson Name in the Salesperson Name field.
System User ID: This is a valid Manufacturing User ID that this Salesperson would be associated with. Select the System ID from the picklist.
Salesperson Name: When the Salesperson ID is identified as a System User ID, this field will populate. When the Salesperson is not identified to a System Use ID, then enter the name of the Salesperson Name.
Vendor: This is an optional field and if entered it would be a valid Vendor that this Salesperson would be associated with. Select the vendor using the dropdown picklist.
Territory: If there is a regional territory to be associated with this Salesperson, enter it in the field.
Commission Pct: The value entered here will be used as the Sales Commission Percent assigned to the Salesperson.
Pct Earned at Invoice: This is the percentage of commission earned by the Salesperson when the Invoice is generated. Example: 10% is entered as 10.0.
Pct Earned at Cash Receipt: This is the percentage of commission earned at Cash Receipt by the Salesperson. 10% is entered as 10.0.
Commission Earned: This is the system calculated Commission earned by this Salesperson. Calculated by the software.
Commission Paid: This is the system calculated Commission paid to this Salesperson. Updated by Rootstock.
Inactive: When checked, the record is inactive.
Comments: These are comments associated with this Salesperson.
Address Line 1: This is Address Line 1 for this Salesperson.
Address Line 2: This is Address Line 2 for this Salesperson.
Address Line 3: This is Address Line 3 for this Salesperson.
City: This is the Address City for this Salesperson.
State/Province: This is the Address State/Province for this Salesperson.
Country: This is the Address Country for this Salesperson.
ISO Country Codes: This field contains the ISO Codes for the Country of this Salesperson.
Zip/Postal Code: This is the Address Zip Code/Postal Code for this Salesperson.
Telephone: This is the Address Telephone Number for this Salesperson.
Fax: This is the Address Fax Number for this Salesperson.
Email Address: This is the Email Address for this Salesperson.
Preferred Contact Method: This indicates the preferred method to contact this Salesperson.
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Email
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Phone
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Fax
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Text to Email
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Text to Phone
Select the Save button
SEE ALSO
SO Control Default Commission Schedule Tab
SO Control Credit, Charges & Commissions Tab
Sales Order Control
Customer Master
