Setting Up Salesperson Records
If you want to use your Epicor Eagle™ system to track salesperson or clerk productivity, use this procedure. There are two ways you can track sales:
You can credit each POS clerk with the sales he or she makes
You can credit the salesperson who is assigned to a particular customer account
You can set up your system so that sales to some accounts are tracked using the first method, and sales to other accounts are tracked using the second method.
If you want to credit each POS clerk with the sales he or she makes, you will:
Set up a salesperson record for each POS clerk.
Cross-reference each POS clerk's salesperson record to his/her user record, using the Default Salesperson field in the Add a User dialog box in Security Maintenance (note: if you want to add a salesperson code to an existing user, click here for the procedure).
Leave the Salesperson field blank in Customer Maintenance.
If you want to credit the salesperson who originally opened the customer account, you will:
Set up a salesperson record for each salesperson.
Type the code of the salesperson who opened the account in the Salesperson field in Customer Maintenance.
Leave the "Customer Default - Salesperson" field in Options Configuration blank, or assign a generic salesperson as the default.
It is possible to change the Salesperson field from the Header screen of POS. However, keep in mind that if you do this, the transaction will be credited to the new Salesperson when the transaction is invoiced, rather than to the Salesperson who has been set up to receive credit. Security bit 670 controls the ability to change the Salesperson, but this security bit is also tied to changing Terms, Tax, and Resale Number in POS.
Click GoTo, then click Salesperson File Maintenance. The Salesperson File Maintenance window displays.
Click Add. An entry window for adding a new salesperson displays.
Fill in the fields in the window. The Territory field is optional. If desired, enter amounts in the Sales, Cost, and Number of Trxs fields; any new sales will be added to the PTD column of these fields.
Click Add.
Repeat steps 3-5 for each salesperson you want to add.
Link the salesperson records you just added, as follows:
To link salesperson records to individual users, enter the salesperson code in the Default Salesperson field in Options Configuration.
To link salesperson records to in-store accounts, enter the salesperson code in the Salesperson field for the appropriate account in Customer Maintenance.