Sales Reps

How do I use Sales Reps in Goldenseal?

Goldenseal lets you keep track of the Sales Rep for each project, sale and rental transaction. You can also assign a usual Sales Rep for each prospect, customer and tenant.

No Commissions

If you don't give commissions to your sales reps, follow these steps:

1. Choose Preferences from the Options menu, and choose Income from the submenu.
2. Turn off the Only Show Commission Sales Reps checkbox (available in Goldenseal 2.7 and newer)
3. Click OK.

Goldenseal will allow you to include any employee in the Sales Rep fields. That way you can look up the employee that handled any transaction or account.

HINT-- In Goldenseal 2.6 and earlier, the Sales Rep field lists only those employees who get a commission. Enter a "zero percent" commission into the Commission field for any employee that you'd like to use as a sales rep.

Giving Commissions

If you give commissions to your sales reps, first create one or more commission rates. Follow these steps:

1. Choose Payroll Setup from the Costs menu, and choose Commissions from the submenu.
2. Click the New button.
3. Enter details for the commission, then click OK.
4. Choose Employees from the Accounts menu.
5. Locate an employee that gets a commission.
6. Enter the commission rate into the Commission Field.
7. Hit the Enter key to save the record.

When you enter a Sales Rep for any Sales transaction, project billing or rental transaction, Goldenseal will automatically compute the commission and add it to that employee's payroll.

For more about commissions in the reference manual, click here.

Click here to return to sales topics.

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