Salesperson Settings

Actions button on the General tab of the Create a User settings
Customer > Point of Sale > Settings > Salesperson Settings
Customer > Settings > Point of Sale Settings > Salesperson Settings
System Administration > Get Started - Enter Your Information > Get Started Step 8 - Sales > Salesperson Settings
System Administration > System Settings > Customer System Settings > Sales and Service System Settings > Salesperson Settings

Use this file to maintain information on salespeople within your company. The order entry routines provide for the entry of a salesperson code and accept only codes that have been established within this file. Therefore, use this routine to enter your salespeople into the system. We suggest that the salesperson code match the operator's initials specified in the Create a User file.

STORIS comes delivered with a "House" salesperson account (ZZZ). If your system is set up to default a salesperson code during order entry (that is, if the box is blank at the Do Not Default Salesperson field in the Point of Sale Control Settings), the system first checks the Salesperson 1 and Salesperson 2 fields in the Customer Settings to find a default salesperson for the selected customer. If those fields are empty, the House account defaults.

You cannot delete salespersons for whom activity exists in the system, including Up System activity.

Enter the code you want to use to identify this salesperson within the system. This field is the key to the Salesperson record and must be unique for each salesperson.

If accessing this screen from the Create a User (Staff File) screen (that is, selecting Salesperson File Maintenance from the Actions menu), the system creates a salesperson record with the Salesperson Number equal to the log-on user's User ID in the User File. You can then enter the balance of the fields for the new salesperson.

To create a record for "house" sales where no salesperson is involved, enter a salesperson number of "ZZZ" in this field.

General

Commission

Use this field to indicate the salesperson's level/category (e.g. R=Regular, S=Senior, M=Manager), for use in the calculation of commissions. You can enter any code of up to 5 characters; there is no validation of this entry. This field is used when the Calculation Method field on the Pricing & Commissions tab of Point of Sale Control Settings is set to Salesperson Matrix.

This field determines whether this salesperson is included when you click the Search button and use the lookup feature at Salesperson fields throughout the STORIS system (for example in Enter a Sales Order, View Salesperson Activity, Advanced Customer Settings, Reassign Customers).

To display this salesperson code in the lookup list, leave this box checked (default setting). Uncheck the box if you do not want this salesperson code to display in the lookup list. If you uncheck the box, you can still manually enter the salesperson code directly into the Salesperson field. This setting only affects the ability to view and select from Search (Lookup) button.

Custom Commission Information - This option is active only if using a custom commission calculation for the selected salesperson.
Add Salesperson Picture - attach a picture to the selected salesperson for use in the STORIS Up System.
View Salesperson Picture - view the STORIS Up System picture (if any) attached to the selected salesperson.
Edit Salesperson - edit the STORIS Up System picture (if any) attached to the selected salesperson.

Goals

Use this tab to create or edit sales goals for the selected sales representative. Enter the year, and then a sales goal for each month.