Chapter 11: Working with Sales Representatives (WSLS)
Purpose: Use the Sales Representatives function to add or maintain sales representative information:
• the names of your sales representatives
• the sales representative numbers that you assign to them
• the centers to which your sales representatives are assigned (for example, regional centers or product line groups)
• the commission and bonus structure for your sales representatives.
In this chapter:
How to display this screen: Enter WSLS in the Fast path field at the top of any menu or select Work with Salesreps from a menu.
CSR0022 DISPLAY Work with Salesrep 8/18/97 13:41:48 The KL Mail Order Company
Opt Sls# Name Center
Type options, press Enter. 2=Change 4=Delete 5=Display
34 ALICE WEEKS 5 67 HAROLD MAGGS 299 ROWYN MAE JOHNSON 3434 GEORGE CARLISLE 4 18812 NICKOLAUS MACHOVICH R
F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company |
Field |
Description |
SLS# (Sales representative number) |
A code that represents the sales representative. Numeric, 7 positions; optional. |
Name |
The name of the sales representative. Alphanumeric, 30 positions; optional. |
Center |
A code that represents the center to which this sales representative is assigned. Center codes can be used to group sales representatives (for example, region or product line). Alphanumeric, 4 positions; required. |
Screen Option |
Procedure |
Create sales representative codes |
Press F6 to advance to the Create Salesrep Screen. |
Change sales representative information |
Enter 2 next to a salesrep to advance to the Change Salesrep Screen. |
Delete sales representative information |
Enter 4 next to a salesrep to delete it. |
Display sales representative information |
Enter 4 next to a salesrep to advance to the Display Salesrep Screen. |
Purpose: Use this screen to create a new sales representative.
How to display this screen: Press F6 on the Work with Salesrep Screen.
CSR0038 ENTER Create Salesrep 8/18/97 13:56:28 The KL Mail Order Company
Salesrep # . . . . . . . . . . .
Name . . . . . . . . . . . . . . Center code . . . . . . . . . . Additional Bonus . . . . . . . . Over quota break . . . . . . . . Quota . . . . . . . . . . . . . Commission % . . . . . . . . . . Phone . . . . . . . . . . . . . Ext :
User Field 1 : User Field 2 : User Field 3 : User Field 4 :
Nbr of Sales Life To Date . . : 0 Nbr of Returns Life To Date . : 0 Nbr of Exchanges Life To Date : 0 Sales $ Life To Date . . . . . : .00 Returns $ Life To Date . . . . : .00 Exchange $ Life To Date . . . : .00
F3=Exit F12=Cancel |
Field |
Description |
Salesrep # |
A code that represents a sales representative. The system performs a modulus 10 check against the salesrep number on the Create or Change Salesrep screen when the Modulus 10 Check on Salesrep Number (E88) system control value is set to Y. An error message displays if the salesrep number fails the modulus 10 check: Salesman# is invalid or missing. Numeric, 7 positions. Create screen: required. Change screen: display-only. |
Name |
The description of the sales representative code. This is commonly the name of the sales representative. Alphanumeric, 30 positions; required. |
Center code |
A code that represents the center to which this sales representative is assigned. Center codes can be used to group sales representatives (for example, region or product line). Alphanumeric, 4 positions; required. |
The additional bonus that the sales representative receives if the value defined in Over quota break is met or exceeded. Additional bonus works in conjunction with Over quota break. Numeric, 5 positions; required. |
|
The quota, in dollars, that the sales representative must meet or exceed to receive an additional bonus. Over quota break works in conjunction with Additional bonus. Over quota break and Additional bonus are in addition to Quota and Commission % as incentives to your sales representatives. Numeric, 5 positions; required. |
|
A sales goal, in dollars, that the sales representative must meet or exceed to receive a commission. Quota works in conjunction with Commission %. Numeric, 7 positions; required. |
|
The percentage of sales earned by the sales representative if the value defined in Quota is met or exceeded. Commission % works in conjunction with Quota. Numeric, 5 positions with a 2-place decimal; required. |
|
Phone |
The phone number where the salesrep can be reached. You can define a telephone number format for each country to map to the phone numbers operators enter into the system. See Chapter 14: Setting Up the Country File (WCTY) of the Customer Service manual. Alphanumeric, one 14-position field (phone number) and one 4-position field (phone extension); optional. |
User field 1 |
This field is informational only. Alphanumeric, 2 positions; optional. |
User field 2 |
This field is informational only. Alphanumeric, 2 positions; optional. |
User field 3 |
This field is informational only. Alphanumeric, 2 positions; optional. |
User field 4 |
This field is informational only. Alphanumeric, 2 positions; optional. |
Nbr of sales LTD (Number of sales life-to-date) |
The number of sales for this sales representative. This figure is cumulative across years. This field is a count of orders shipped. If back orders result in multiple shipments, CWDirect updates this field with each shipment. Numeric, 5 positions; display-only. |
Nbr of returns LTD (Number of returns life-to-date) |
The number of return transactions for this sales representative. This figure is cumulative across years. This field is neither a count of units nor a count of orders. Each time items from an existing order are returned -- regardless of the quantity returned or the number of lines affected by the return -- CWDirect considers this 1 return transactions and this field is updated. CWDirect updates this field if you use a return reason code in Order Maintenance or Return Authorization. If an order has multiple returns, CWDirect updates this field for each return transaction. Numeric, 5 positions; display-only. |
Nbr of exchanges LTD (Number of exchanges life-to-date) |
The number of exchange transactions for this sales representative. This figure is cumulative across years. This field is neither a count of units nor a count of orders. Each time items from an existing order are exchanged -- regardless of the quantity exchanged or the number of lines affected by the exchange -- CWDirect considers this 1 exchange transaction and this field is updated. CWDirect updates this field if you use an exchange reason code in Order Maintenance or Return Authorization. If an order has multiple exchanges, CWDirect updates this field for each exchange transaction. Numeric, 5 positions; display-only. |
Sales $ LTD (Sales dollars life-to-date) |
The dollars associated with all sales for this sales representative. This figure is cumulative across years. Numeric, 11 positions with a 2-place decimal; display-only. |
Returns $ LTD (Returns dollars life-to-date) |
The dollars associated with all return transactions for this sales representative. This figure is cumulative across years. Numeric, 11 positions with a 2-place decimal; display-only. |
Exchanges $ LTD (Exchange dollars life-to-date) |
The dollars associated with all exchange transactions for this sales representative. This figure is cumulative across years. Numeric, 11 positions with a 2-place decimal; display-only. |
To change: Enter 2 next to a sales representative code at the Work with Salesrep Screen to advance to the Change Salesrep screen. At this screen you can change any information except the sales representative code. See Create Salesrep Screen for field descriptions.
To display: Enter 5 next to a sales representative code at the Work with Salesrep Screen to advance to the Display Salesrep screen. You cannot change any information on this screen. See Create Salesrep Screen for field descriptions.
| Chapter 10: Working with Currency (WCUR) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 12: Loading the Credit Card Account File (LCCA) |
AP01_11 CWDirect 18.0 August 2015 OTN