Editing Sales Splits

The salespeople assigned to the customer account in Accounts Receivable appear by default when you enter an order in the Order Entry form (unless you select a ship-to location, in which case, it provides the salespeople instead).

The first salesperson shown is the primary salesperson. (A number of reports list only the primary salesperson, while others allow you to sort information by primary salesperson.)

Order Entry uses the salesperson numbers to calculate commissions — and to assign responsibility for orders and invoices.

You can assign the order to other salespeople on the Sales Split tab. You can also change the percentage of the transaction total that is allocated to each salesperson on an order. The Percent Split column must total 100 (or 0 — zero — if you do not assign salespeople to the transaction).

To edit sales splits

1. Using the Order Entry form, add or display the order for which you want to edit sales splits.

2. Choose the Sales Split tab.

3. Add, edit, or delete sales splits, as follows:

4. To add a sales split, type the salesperson number on a new line, then type the corresponding percentage allocation.

5. To change the salesperson number, type the new number over it or select it from the Finder. If necessary, type a new percentage allocation over the displayed rate.

6. To delete a sales split, highlight the line you want, then press the Delete key.

4. Make sure all percentages add up to 100.

5. Click Post.

See also

 

Change an order

Change payment terms

Change tax information

Create a new order

Create and activate a quote

Edit currency exchange rates

Enter a prepayment

Enter a standing or future order

Entering optional field information

Importing orders and invoices

Invoice an order

Printing order confirmations and invoices