Set Up a Sales Representative

Related topics

Set up an employee

Enter employee 401(k) contribution rates

Set up employee pay levels and other employee defaults

Set up other common payroll deductions

Pay employees

Perform other payroll tasks

Read the employee setup overview

Read the payroll setup overview

You may set up a sales representative using the Employees/Sales Reps selection from the Maintain menu, using a task window, or the navigation aid. Sales representatives can be associated with any sales transaction.

Note: A sales representative can also be an employee.

To set up a Sales Representative using the menu

  1. From the Maintain menu, select Employees/Sales Reps. Sage 50 displays the Maintain Employees/Sales Reps window.

  2. If the sales representative is not an employee, select the Sales Rep option. If the sales representative is also an employee select the Both option.

    Sales representatives are not included in payroll entry. If you chose Both (an employee and a sales rep), the sales rep will be included in payroll.

  3. When you're finished filling in the window, click Save. Then, click Close.

You can also select the Employees icon in the Payroll Navigation Aid or the Sales Reps icon in the Sales Navigation Aid.

To set up a sales representative from a task window

  1. Type + or double-click the Sales Rep ID field. Sage 50 displays the Maintain Employees/Sales Reps window, where you can enter the sales representative.
  2. When you're finished filling in the window, click Save. Then, click Close.