How do I use Sales Reps in Goldenseal?
Goldenseal accounting software 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.
If you don't give commissions to your sales reps, follow these steps:
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.
If you give commissions to your sales reps, first create one or more commission rates. Follow these steps:
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.
NOTE-- Even if you don't pay commissions, you can still use the Sales Rep field to keep track of which employee is in charge of each sale or project, or you can use it to track "brownie points" for employees that help make sales.
Click here for more about sales commissions in the reference manual.
Click here to return to sales topics.