Salesman File        

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Salesman File        

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Adding Salesmen to Frazer

 

 

 

 

To complete the initial setup of the Salesman File, go to Sales >> 9 - Salesman File.

 

SalesmanFile

 


 

Click AddSalesmanButton to add a new sales person.

 

AddingSalesmanWindow

 


 

Click ChangeSalesmanButton to edit an existing salesman file.

 

ChangeSalesmanScreen

 


 

To add a salesman to a sale click on SelectSalesmanButton. This button can be found when entering a sale by going to Enter Sales >> Costs tab OR after a sale has been completed by going to Customer Activity >> B) Customer Processing >> A) Customer Information and Costs >> Costs tab.

 

AssignSalesmanScreen

 


 

To add a salesman to the list, click on AddSalesmanToListButton. Highlight the desired salesman and click on SelectButtonSalesmanFile.

 

Click SelectButtonSalesmanFile again to add another salesman.

 

SalesmanSelected

 

 


 

To review the salesman data for the sale, highlight the name of the salesman and click on ChangeSalesmanInfoButton.

 

SalesmanDataScreen

 

If only one salesman is assigned to the sale, then 100 percent of the commission will be assigned. Different percentages may be entered for multiple sales people, however, the amount will be locked in if the percentage entered does not total 100 percent under the "Percent" column. The initial sales person's percentage will also be adjusted to make a total of 100 percent under the "Percent" column.

 

MultipleSalesmanSelectedScreen

 

The actual commission amounts will NOT generate until the CommCalcButton button has been selected for the specific sale and the manner of calculating the commission is selected. See Calculating Commissions for a Single Sale.

 


 

A commission amount may be entered instead of a percentage if a flat amount has been determined. The amount is automatically locked in as soon as OKButton is selected. The commission amount will override any calculated commissions and is a flat amount.

 

CommAmtSalesmanData

 

CommissionAmtSelected

 


 

Go to Calculating Commissions for a Group of Sales or Calculating Commissions for a Single Sale for additional information.

 

Used Car Dealer Software by Frazer