Working with Sales Representatives (WSLS)

Purpose: Use the Sales Representatives function to create or maintain sales representative information:

• the name and email address 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.

Uploading sales representatives: You can also create or update records in the Salesman table by uploading them from an external system; see Salesman Associate Upload for instructions.

In this chapter:

Work with Salesrep Screen

Create Salesrep Screen

Work with Salesrep Screen

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.

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

Select Create to advance to the Create Salesrep Screen.

Change sales representative information

Select Change for a salesrep 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

Delete sales representative information

Select Delete for a salesrep to delete it.

Display sales representative information

Select Display for a salesrep to advance to the Display Salesrep screen. You cannot change any information on this screen. See Create Salesrep Screen for field descriptions.

Create Salesrep Screen

Purpose: Use this screen to create a new sales representative.

How to display this screen: Select Create on the Work with Salesrep Screen.

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 selected. An error message indicates 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.

Email Address

The salesman’s email address. The system verifies that:

• there is an @ sign and a period (.)

• there is some text:

- before the @ sign

- between the @ sign and the period

- after the period

If the email address does not meet these criteria, the system does not let you create it. For example, the system would not let you create an email address such as:

• @example.com

• sbrown@example

• sbrown@.org

• www.commercialware.com

The system does not confirm that your entry represents a valid email address, that the domain name (such as “commercialware” in commercialware.com) exists, or that the extension (such as “com” in commercialware.com) exists.

Alphanumeric, 50 positions; optional.

Active

Defines whether the salesman is active.

Selected (default) = The salesman is active.

Unselected = The salesman is not active.

The system validates that the salesman is active when you define the salesman on the Work with Order Screen in Order Entry or receive an order through the Generic Order Interface (Order API) that contains a salesrep.

Home Store

The code identifying the default store location for the salesman.

Validated against the Store Cross Reference table; see Work with Store Cross Reference (WSCR).

If the Store Cross Reference record is flagged as Active and the order is not fulfilled through the Order Broker integration, the store’s code, description, address, and phone number are included in the OriginatingStore element in the Outbound Email XML Message (CWEmailOut). See the OriginatingStore element for more information.

Numeric, 10 positions; optional.

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.

Additional bonus

The additional bonus that the sales representative receives if the value from Over quota break is met or exceeded. Additional bonus works in conjunction with Over quota break.

Numeric, 5 positions; required.

Over quota break

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.

Quota

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.

Commission %

The percentage of sales earned by the sales representative if the value from 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 Setting Up the Country Table (WCTY).

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.

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, Order Management System updates this field with each shipment.

Numeric, 5 positions; display-only.

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 -- Order Management System considers this 1 return transactions and this field is updated. Order Management System updates this field if you use a return reason code in Order Maintenance or Return Authorization.

If an order has multiple returns, Order Management System updates this field for each return transaction.

Numeric, 5 positions; display-only.

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 -- Order Management System considers this 1 exchange transaction and this field is updated. Order Management System updates this field if you use an exchange reason code in Order Maintenance or Return Authorization.

If an order has multiple exchanges, Order Management System updates this field for each exchange transaction.

Numeric, 5 positions; display-only.

Sales $ 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 $ 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 $ 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.

WSLS OMSCS 19.0 December 2019 OHC