Representatives

Use Sales > Representatives to maintain sales representatives and their default commission percentages.

Create a representative

1. Open Sales > Representatives.
2. Select New representative.
3. Examine or enter Code.
4. Enter Name.
5. Enter Email, if applicable.
6. In Linked Convexity user, select a user, if applicable.
7. Enter Default commission, if applicable.
8. Select Create representative.
9. Find the representative in the list to examine the saved values.

The commission field uses a percentage from zero to 100. For example, enter 7.5 for 7.5 percent. You can leave the field empty.

Selecting a linked user can fill the name and email fields. Do a check of these fields before saving. A user already linked to another representative is unavailable for selection. Select No linked user to create a representative without a user link.

Change a representative

1. Find the representative in the list.
2. Select Edit.
3. Change the applicable fields.
4. Select Save representative.
5. Examine the updated row.

Assign a representative to an order

1. Open or create the sales order.
2. In the order sidebar, select the representative in Representative.
3. Examine the order's commission values.
4. Save the order.

Orders copy the default commission percentage when the representative is assigned. Examine an existing order separately when you change a representative's default commission. See Set the sales representative and commission for order controls.

Deactivate or reactivate a representative

1. Find the representative.
2. Select Deactivate.
3. Examine the representative name in the confirmation dialog.
4. Select OK.
5. Examine the inactive status in the list.

To make the representative active again, select Reactivate. You can also change Status in Edit representative.