Setting Up Your Salesperson Codes

AccountsReceivableGuide > Accounts Receivable > Setting Up Accounts Receivable > Accounts Receivable Codes > Setting Up Your Salesperson Codes

You can assign a Salesperson Code to each customer when you enter transactions in Sales. You can create and use Salesperson Codes in both Accounts Receivable and Sales. Once you create a Salesperson Code in one of the modules, the code is available in both.

Salesperson Codes allow you to:

• Define the permissions for each salesperson.

• Place limits on the dollar amounts the salesperson can accept for different payment types.

• Track sales for each salesperson. These figures are useful for salesperson performance analysis, sales commission calculation, bonus evaluations, and sales contest judging.

• Provide password protection to prevent someone from performing unauthorized activities with someone else’s Salesperson Code.

We recommend you assign each salesperson a Salesperson Code to control login and other security features in Sales. If you have several salespeople that need to access the same register, it’s easy to log out of the Sales Entry window and allow another salesperson to access the register.

Salesperson Codes differ from AR Clerk Codes. Clerk Codes have security settings specific to Accounts Receivable credit card transactions.

To create Salesperson Codes:

1 In the Accounts Receivable module, select Options > Set Up Salesperson Security from the left navigation pane.

Click thumbnail for larger view of image.

2 Enter a code for the salesperson in the Salesperson Code field.

The Salesperson Code identifies the salesperson and appears in Lookups and on reports. Salesperson Codes can be up to six letters, numbers, and special characters, for example, the salesperson’s name, or a portion of their name.

3 In the Description field, enter a description, usually the salesperson’s full name.

This description helps to further identify the salesperson and also appears in some Lookups and reports.

4 In the Password field, enter a password of at least seven characters. This password is case sensitive.

5 Set the rest of the options according to the functions you want to allow for this salesperson.

6 Save the Code.