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Adding Sales Representatives to an Advertising Contract

The Sales Rep tab identifies who is responsible for the contract and who qualifies for the commission on the sale and order. Often more than one person is involved in a contract and the commission is split. The Sales Rep tab tracks the primary sales representative and any subordinate sales representatives for the specific contract. Percentages can be split among the sales representatives.

  1. Click the Sales Representative tab.
  2. In the Primary Sales Rep field, enter the name of the primary sales representative.
    The Sales Representative is automatically added to the sub-type area with a split percentage of 100.
  3. If the advertising sale is split among more than one sales representative, perform the following steps:
    1. In the Split Percentage field, specify the percentage the primary sales representative will receive when a commission is calculated on the insertion order, and press the Tab key.
      The primary sales representative's sub-type record automatically updates accordingly.



    2. Add additional sales representatives by right-clicking in the gray area of the Sales Reps tab and selecting New to open a new Sales Representatives record.
    3. Enter or select a person from the Persons service using the Find feature in the Sales Rep field.
    4. In the Split Percentage field, specify the percentage for this sales representative to receive when a commission is calculated on the insertion order.
    5. Enter any additional information about this sales representative in the Comments field.



    6. Click OK to save and close the record. 
    7. Repeat steps 3a through 3f as necessary.

 

Note

When adding additional sales representatives, the total of the split percentages for all sales representatives cannot equal more than 100 percent.

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