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Creating sales reps

This feature is available on Plus and Pro plans only.

Go to Company Menu > Miscellaneous > Sales Reps.
Select the Add New button to add a new sales representative.
Enter the sales rep’s name in the First Name and Last Name fields.
Enter the commission rate in the Percent Commission field, and/or the fixed monetary amount in Per Transaction Commission. If both fields are used, the sales rep will receive a percentage of each sale, as well as a per-transaction commission.
If you are using individual email logins for your reps, select the rep’s email address from the User dropdown.
If you want to restrict the sales rep’s access to his or her customers only, check Restrict Customers.
Save the sales rep definition.

If desired, go to the Customers list and add the sales rep to a customer by editing the customer definition. Adding the name of the sales rep to the customer definition allows the rep’s name to appear automatically on sales transactions involving that customer. Sales reps can also be added via a bulk edit of customers.

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