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Brandon Hoying

Internal Salesperson vs. External Salesperson

SUGGESTED
Posted By

Is it possible to add a feature in Sage to add internal salesperson to sales invoices for internal tracking purposes? We pay commission to external reps, that we already have setup as salespersons in Sage, but just want to track our internal sales teams sales by individual (which receive no commission). Any help is appreciated. New to Sage.

  • 0
    SUGGESTED

    If your internal sales rep is the person entering the order, then the Sales Order captures the User ID of who entered the order.
    Otherwise,  you can turn on Sales Person Split Commission and assign the inside salesperson as the second salesperson that also gets credit.  
    Turn On Split Commission in Sales Order Module -->Setup Menu --> SO Options.  Then in Sales Order Entry, select Split Commission = Yes, and assign the second salesperson.  

  • 0

    You can always create a UDF with a drop down of either Internal or External.  This can be passed to anywhere a salesperson is recorded.

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