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Salesperson/Purchaser Table

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Many companies want to follow an individual employee's performance as a basis for calculating the sales commission or bonus. A company may also want to assign a salesperson to each of their contacts.

The Salesperson/Purchaser table allows you to assign a code to each salesperson or purchaser. Then you can enter the code in salesperson or purchaser code fields elsewhere in the program, for example on G/L account, customer, vendor, contacts, and campaign cards. After this, when you post or set up orders, invoices, credit memos, finance charge activities, and so on, the program will automatically use the information indicated by the code. You can also enter the code on journal lines, orders and invoices, and so on when you post.

There are several advantages to using the Salesperson/Purchaser table:

  • You can automatically calculate commissions based on sales, profit margin, and so on.

  • If you use the Salesperson/Purchaser table all the time, you can print out statistics about your salespeople.

  • In Relationship Management, you can filter the To-do List, Interaction Log Entries and Opportunity List windows by salesperson.

  • In Relationship Management, you can speed up the process of synchronizing to-dos with Outlook tasks and calendar items by restricting the synchronization period by certain starting and ending dates.

Each time you invoice a particular customer, for example, the program will use this salesperson or purchaser as a default.

List of Fields in the Table

The following table lists the fields in this table.

Field Location
E-Mail 2 Field, Salesperson/Purchaser Table Sales and Receivables
Team Filter Field, Salesperson/Purchaser Table Sales and Receivables
Contact Filter Field, Salesperson/Purchaser Table Sales and Receivables
Action Taken Filter Field, Salesperson/Purchaser Table Sales and Receivables
Close Opportunity Filter Field, Salesperson/Purchaser Table Sales and Receivables
Avg.Calcd. Current Value (LCY) Field, Salesperson/Purchaser Table Sales and Receivables
Completed % Filter Field, Salesperson/Purchaser Table Sales and Receivables
No. of Interactions Field, Salesperson/Purchaser Table Sales and Receivables
Duration (Min.) Field, Salesperson/Purchaser Table Sales and Receivables
To-do Status Filter Field, Salesperson/Purchaser Table Sales and Receivables
E-Mail Field, Salesperson/Purchaser Table Sales and Receivables
Date Filter Field, Salesperson/Purchaser Table Sales and Receivables
Closed To-do Filter Field, Salesperson/Purchaser Table Sales and Receivables
Estimated Value Filter Field, Salesperson/Purchaser Table Sales and Receivables
Sales Cycle Filter Field, Salesperson/Purchaser Table Sales and Receivables
Cost (LCY) Field, Salesperson/Purchaser Table Sales and Receivables
Campaign Filter Field, Salesperson/Purchaser Table Sales and Receivables
Job Title Field, Salesperson/Purchaser Table Sales and Receivables
Avg. Estimated Value (LCY) Field, Salesperson/Purchaser Table Sales and Receivables
Sales Cycle Stage Filter Field, Salesperson/Purchaser Table Sales and Receivables
Opportunity Entry Exists Field, Salesperson/Purchaser Table Sales and Receivables
Calcd. Current Value Filter Field, Salesperson/Purchaser Table Sales and Receivables
Code Field, Salesperson/Purchaser Table Sales and Receivables
Calcd. Current Value (LCY) Field, Salesperson/Purchaser Table Sales and Receivables
Chances of Success % Filter Field, Salesperson/Purchaser Table Sales and Receivables
Estimated Value (LCY) Field, Salesperson/Purchaser Table Sales and Receivables
No. of Opportunities Field, Salesperson/Purchaser Table Sales and Receivables
Search E-Mail Field, Salesperson/Purchaser Table Sales and Receivables
Name Field, Salesperson/Purchaser Table Sales and Receivables
Global Dimension 1 Code Field, Salesperson/Purchaser Table Sales and Receivables
Global Dimension 2 Code Field, Salesperson/Purchaser Table Sales and Receivables
To-do Entry Exists Field, Salesperson/Purchaser Table Sales and Receivables
Commission % Field, Salesperson/Purchaser Table Sales and Receivables
Phone No. Field, Salesperson/Purchaser Table Sales and Receivables
Contact Company Filter Field, Salesperson/Purchaser Table Sales and Receivables
Probability % Filter Field, Salesperson/Purchaser Table Sales and Receivables
Next To-do Date Field, Salesperson/Purchaser Table Sales and Receivables
Priority Filter Field, Salesperson/Purchaser Table Sales and Receivables
E-Mail 2 Field, Salesperson/Purchaser Table Sales and Receivables
Team Filter Field, Salesperson/Purchaser Table Sales and Receivables
Contact Filter Field, Salesperson/Purchaser Table Sales and Receivables
Action Taken Filter Field, Salesperson/Purchaser Table Sales and Receivables
Close Opportunity Filter Field, Salesperson/Purchaser Table Sales and Receivables
Avg.Calcd. Current Value (LCY) Field, Salesperson/Purchaser Table Sales and Receivables
Completed % Filter Field, Salesperson/Purchaser Table Sales and Receivables
No. of Interactions Field, Salesperson/Purchaser Table Sales and Receivables
Duration (Min.) Field, Salesperson/Purchaser Table Sales and Receivables
To-do Status Filter Field, Salesperson/Purchaser Table Sales and Receivables
E-Mail Field, Salesperson/Purchaser Table Sales and Receivables
Date Filter Field, Salesperson/Purchaser Table Sales and Receivables
Closed To-do Filter Field, Salesperson/Purchaser Table Sales and Receivables
Estimated Value Filter Field, Salesperson/Purchaser Table Sales and Receivables
Sales Cycle Filter Field, Salesperson/Purchaser Table Sales and Receivables
Cost (LCY) Field, Salesperson/Purchaser Table Sales and Receivables
Campaign Filter Field, Salesperson/Purchaser Table Sales and Receivables
Job Title Field, Salesperson/Purchaser Table Sales and Receivables
Avg. Estimated Value (LCY) Field, Salesperson/Purchaser Table Sales and Receivables
Sales Cycle Stage Filter Field, Salesperson/Purchaser Table Sales and Receivables
Opportunity Entry Exists Field, Salesperson/Purchaser Table Sales and Receivables
Calcd. Current Value Filter Field, Salesperson/Purchaser Table Sales and Receivables
Code Field, Salesperson/Purchaser Table Sales and Receivables
Calcd. Current Value (LCY) Field, Salesperson/Purchaser Table Sales and Receivables
Chances of Success % Filter Field, Salesperson/Purchaser Table Sales and Receivables
Estimated Value (LCY) Field, Salesperson/Purchaser Table Sales and Receivables
No. of Opportunities Field, Salesperson/Purchaser Table Sales and Receivables
Search E-Mail Field, Salesperson/Purchaser Table Sales and Receivables
Name Field, Salesperson/Purchaser Table Sales and Receivables
Global Dimension 1 Code Field, Salesperson/Purchaser Table Sales and Receivables
Global Dimension 2 Code Field, Salesperson/Purchaser Table Sales and Receivables
To-do Entry Exists Field, Salesperson/Purchaser Table Sales and Receivables
Commission % Field, Salesperson/Purchaser Table Sales and Receivables
Phone No. Field, Salesperson/Purchaser Table Sales and Receivables
Contact Company Filter Field, Salesperson/Purchaser Table Sales and Receivables
Probability % Filter Field, Salesperson/Purchaser Table Sales and Receivables
Next To-do Date Field, Salesperson/Purchaser Table Sales and Receivables
Priority Filter Field, Salesperson/Purchaser Table Sales and Receivables

See Also

Other Resources

Salesperson/Purchaser Card