V9 - Sales reps

 

This feature is available on Plus and Pro plans only.

 

The Sales reps list (Tools & settings > Configuration > Lists > Sales reps) 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 listed on transactions 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 Tools & settings > Configuration > Lists > Sales reps.
  2. Select the +Add button to add a new sales representative.
  3. Enter the sales rep’s name in the First name and Last name fields.
     
    edit_noteNOTE: If the Last name field is left blank, the system will insert the text [no last name] when the record is saved.
  4. Enter the commission rate in the Commission % and/or Per sale 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 Commission % and Per sale commission fields set to zero.
  5. If you are using individual email logins for your reps, select the rep’s username from the User dropdown.
  6. If you want to restrict the sales rep’s access to their customers only, check Restrict customers. If this setting is enabled, the sales rep will also be denied access to the Reports section (Operations > 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 and in customer records.

 

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 > 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 edited via a bulk edit of customers.

 

Syncing sales representatives 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 exactly for the sync to work.

 

How deleting a sales rep is handled in SOS Inventory

When a sales rep is deleted from the Sales reps list, SOS Inventory will add (deleted) after the rep's name in the Sales rep field in the definitions of all customers to whom the rep was assigned. The same will occur on all transactions and reports that involved that representative.

 

The one exception is for the Commission report (Operations > Reports > Sales > Commission report). To run the report, the name of an active sales rep must be selected as one of the filters. Wait until after you have run a final Commission report for that representative before deleting them from the system. Otherwise, you will not be able to run the report for that rep. If you deleted a sales rep before running their final Commission report, please contact Support for assistance.