Create sales representatives

This topic describes how to add sales reps and define their individual commission sales schedules, if applicable. You can also define commission sales schedules for items.

You only need to create sales representative accounts if your store tracks sales performance for specific employees, or the store has employees who earn commission sales.

Cashiers, managers, or the sales representatives themselves can select the sales representative when entering transactions in POS. This allows Store Manager to generate sales reports for specific employees or generate reports on commission sales.

When you set up Items, you identify whether sales representatives can earn a commission on the sale of the item or not. You can define a commission schedule for the item itself or you can define a commission schedule for sales representatives.

1. Click Setup.

2. Expand People & Security.

3. Click Sales Representative.

4. Do one of the following:

• To add a new statement type, click New.

• To edit an existing sales representative, select it and click Edit.

• To copy an existing sales representative, select it and click Copy.

1. Enter information about the sales representative.

Field	Description
Name	The sales representative’s full name, e.g., Jane Brown.
ID Number	The sales representative’s ID number.
Telephone	The sales representative’s mobile phone number.
E-mail Address	The sales representative’s email address.
Fixed Amount	If the sales representative receives a commission based on a fixed dollar amount per sale, enter that amount.
Percent of Sale	If the sales representative receives a commission based on a percent of the sale amount, enter the percentage.
Percent of Profit	If the sales representative receives a commission based on a percent of the profit, enter the percentage.

1. Click Save And Close.

2. Create a user account for the employee so they can access and use POS.