SMARTSystem Management Training Series
Training Session #5G – SMARTSystem Sales Order Alternate Sales Rep
Purpose: To capture the Alternate Sales Rep on a Sales Order when not the primary sales rep.
Keywords: The following is a list of key terms used in the SMARTSystem that you should be familiar with and understand.
- Primary Sales Rep is Salesperson 1 under Customer Table Maintenance. The Secondary Sales Rep is Salesperson 2 which is not the Alternate Sales Rep:
SMARTSystem Option:
- The Primary Sales Rep (Salesperson 1) is normally the default “Rep” for a sales order, unless the SMARTSystem option to set the “Rep” as the User logged on. When this checkbox is set the Alternate Sales Rep option is bypassed.
The Sales Rep names use the “Nick Name” from the Staff Table:
Overview:
When the “Use Logged in Sales Person on Sales Orders” switch is off in System Control this Alternate Sales Rep feature is operational.
The Alternate Sales Rep is shown in the “Entered by” field on the Sales Order:
When the logged in SMARTSystem User matches the Rep (Primary Sales Rep from the customer), then the Alternate Sales Rep is not required in the Entered by field of the sales order.
Only when a new sales order is created the logged in User gets checked. If the User is not the Rep (Primary Sales Rep) then an Alternate Sales Rep is required. The Alternate Sales Rep is not automatically entered from the User log in. It needs to be selected manually by the User from the drop down menu of staff names.
If the Alternate Sales Rep is blank or the User logged in does not match the Rep, then the following error message is displayed when adding product to the order:
When this error is displayed, the selected product is not added to the order.
This feature applies to both a regular sales order and a pre-book order.
The flexibility has been provide for management using some else’s workstation to enter their name as Entered by.
Standard Pick Ticket will show the “Rep / Alternate Rep” names.
Note: when sales standing orders are created the Alternate Rep will not be prompted.
Report:
Select the Alternate Sales Rep Report from the Reports > Management Reports > Alternate Sales Rep Report menu:
The Alternate Sales Rep report will only report sales orders that have an Alternate Sales Rep entered:
