Step 1
- Go to the Division screen by clicking the following icon from the vertical menu on the left.
Step 2
- Select “Sales Management" menu option under Reporting and Administration.
Step 3
- Select "Add New Record" button
- The following fields are mandatory.
- Select a client - Search by name or account number
- Commission Start Date
Select a BDM - (A user is not able to allocate an account to themselves)
- Commission End Date is not mandatory
- This field is pre populated with 1 year from the Start Date
- This date can be left blank when no end date is requiered.
- Select "Save New Record" button
- The Sales Rep will be listed in the client details summary in the top left of the Client details record.
Note:
Once a record has been saved it can be updated however the following fields are no longer editable.
- Client
- BDM
If the above fields need to be changed the record need to be deleted and then recreated.
Alternatively the start and end dates can be updated and a new record created
- Select "Save Changes" button