6-3 from the Main Menu

 

Objective:

Set up salespeople if you intend to use commission reporting or wish to identify a sales person on an order that is different from the person actually creating the order. Salespeople are optional in FocalPoint, so you do not have to set them up if you do not feel they are needed.

 

The purpose of the salesperson file is to allow you to set up salespeople that can be assigned to customers and transactions. When you first enter the salesperson file, a list screen will appear showing all of the salespeople that you currently have set up in FocalPoint.

 

Please watch this short video to learn how to set up and use salesperson records in FocalPoint