Sales representatives (Reps) can be made responsible for the sale of specific titles to selected customers or Reps can be assigned to customers only, with no link to titles at all. Sales can be recorded by Sales Rep, and by assigning a Sales Rep code to a particular title or group of titles, management is able to closely monitor representatives’ performances by title. Each customer can have multiple Sales Reps by Title hierarchy.
Add a sales rep to a customer
- In the menu, expand Base Modules > Distribution > Masterfiles > Database Management > Database Management > Customer Mastefiles > Customer Masterfiles and double-click CM Masterfile Maintenance. DSM005 Customer Masterfile Maintenance panel appears.
- Select a customer and option Sales Representative Maintenance and click OK. DSM120 Sales Representative Maintenance Change panel appears.
| Field | Description |
| Customer key level | Customer key levels (TMSDS/CM-LVL) are predefined system codes, summarizing customer data into different levels. The codes can refer to customers only, groups of companies the customers belong to, or to sales representatives dealing with certain customers. |
| Customer class type | This is used to categories customers into customer classification types. A group of stores may be classified as a Buying Group for example, and this group of stores uses their own reference for an ISBN when placing orders. Each customer can have multiple codes with effective dates. |
| Customer key | Customer key that would applies for the selected Customer key level/ Customer class type. Example if the Customer key level is Customer then customer code must be the Customer key. |
- Click Add to add sales representative to the selected customer. DSM120 Sales Representative Maintenance panel appears is Add mode.
| Field | Description |
| Item key level | Item key levels (TMSDS/IM-LVL) are predefined system codes, summarizing item data into different levels by category, division, type of sale, price code. |
| Item class type | If Item key level is classification type then enter the item classification type in this field, else leave it blank. |
| Item key | Item key that would applies for the selected Item key level/ Item class type. Example if the Item key level is item then item code must be entered as the Item key. |
| Sales representative | This code uniquely identifies the sales representative (rep) servicing a particular customer or site. A record of sales per rep is kept by the system for reporting. Reps can also be classified by Product Type rather than by specific customer. If this is the case enter a default rep in this field as a catch all and the rep figures come from a combination of customer and product sales analysis. If Reps receive commission on sales the Agent Code may be a more suitable option for monitoring rep sales. Refer to the Documentation on Agents. TMSSA/SLRP determines which Rep to use when updating Sales History. In Sales Order Entry there is a facility to override default reps. |
| Call frequency | A Call Frequency is used to determine how often a Rep should visit a Customer. This is useful for Returns Authorization where a customer can be advised when a rep will be in their area to discuss authorizing a Return. It is an information only field and is an optional entry. This facility can be incorporated into the Returns policy. If a customer wishes to discuss returning stock, they can wait for the Rep to call on them and give a Returns Authority. |
- Enter the required fields and click OK to confirm. A new sales representative is added to the customer.
