8.12.2. Sales Representatives

To access the master list of Sales Representatives, select the "Sales Reps" option. The following screen will appear:

Sales Representatives Master List

The Sales Representatives master list displays the name, identification number, and active status of all existing Sales Representatives.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.
NEW: Opens screen for creating a new Sales Representative.
EDIT: Enables you to edit highlighted Sales Representative. The edit screen is the same as that for creating a new Sales Representative—except that when editing, the fields will contain Sales Representative information. Double-clicking on a Sales Representative will also bring you to the editing screen.
VIEW: Highlight a Sales Representative and then select this button to reach a read-only view of the "Edit" screen.
DELETE: Highlight a Sales Representative and then select this button to remove the Sales Representative from the master list.

Right-clicking on a Sales Representative in the Sales Representatives master list enables you to select from the following menu options:

Edit Sales Rep: Enables you to edit highlighted Sales Representative. The edit screen is the same as that for creating a new Sales Representative—except that when editing, the fields will contain Sales Representative information. Double-clicking on a Sales Representative will also bring you to the editing screen.
View Sales Rep: Highlight a Sales Representative and then select this button to reach a read-only view of the "Edit" screen.
Delete Sales Rep: Highlight a Sales Representative and then select this button to remove the Sales Representative from the master list.

To create a new Sales Representative, select the NEW button. The following screen will appear:

Create New Sales Representative

When creating a new Sales Representative, you are presented with the following options:

Number: Enter an identification number for the Sales Representative.
Active: Select if the Sales Representative is currently active. Not selecting means the Sales Representative is inactive.
Name: Enter the name of the Sales Representative.
Comm. Prcnt: Enter the commission percentage for the Sales Representative. For example, if the commission is to be 5%, enter the value ".05".

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without creating a Sales Representative, returning you to the application desktop.
SAVE: Creates the Sales Representative and enters their information into the master list of Sales Representatives.