V8 - Sales reps

 

This feature is available on Plus and Pro plans only.

 

The Sales reps list allows you to create and edit sales representatives, define the type of commissions they receive (if they are paid commissions), and specify whether they can access the transactions of all customers or only those assigned to them.

 

Sales reps do not sync to QuickBooks Online unless a custom field is created in QuickBooks. See Syncing sales representatives between SOS Inventory and QuickBooks Online below for more details.

 

Refer to the Sales commissions and Commission report page for information specific to commissions.

 

Adding a sales rep

  1. Go to Company menu > Miscellaneous > Sales reps.
  2. Select the Add new button to add a new sales representative.
  3. Enter the sales rep’s name in the First name and Last name fields.
  4. Enter the commission rate in the Percent commission and/or Per transaction commission fields. If commission rates are entered in both fields, the sales rep will receive a percentage of each sale as well as a per-transaction commission. If you do not wish to establish a commission rate based on the sales representative, leave the Percent commission and Per transaction commission fields set to zero.
  5. If you are using individual email logins for your reps, select the rep’s email address from the User dropdown.
  6. If you want the sales rep to have access only to their own customers, check Restrict customers. If this setting is enabled, the sales rep will also be denied access to the Reports section (Operations menu > Reports) in its entirety.
  7. Save the sales rep definition.

 

Once added to the system, the representative’s name will appear in the Sales rep field's dropdown list on sales forms.

 

If you want the rep’s name to appear automatically on sales transactions that pertain to his or her customers, go to the Customers list (Operations menu > Sales > Customers) and edit the definitions of the relevant customers. Select the rep's name from the Sales rep dropdown list, then save.

 

Sales reps can also be added via a bulk edit of customers.

 

Syncing sales representatives on transactions between SOS Inventory and QuickBooks Online

To have sales representative information sync from SOS Inventory to QuickBooks Online, a custom field named Sales Rep must be created in QuickBooks—and be one of the first three matching custom fields. Please note that the spelling, capitalization, and spacing must match that of SOS Inventory's Sales Rep field for the sync to work.

 

To have sales representatives on sales transactions sync from SOS Inventory to QuickBooks Online:

 

  1. In QuickBooks Online, create a transaction-based, Text type custom field named Sales Rep.
     
    edit_noteNOTE: The spelling must match exactly in character, case, and spacing.
  2. Go into SOS Inventory and perform a manual sync (Sync Menu > Sync Now).
  3. Edit an invoice in SOS and select from the Sales Rep dropdown the name of the sales representative. Then save.
  4. Perform another manual sync. Check QuickBooks Online to ensure that the sales representative appears on the invoice.

 

Future sales transactions created in SOS Inventory will populate the Sales Rep custom field in QuickBooks Online.