Sales Reps: Adding and Editing
If you have sales representatives, use the Sales Rep List to hold information about them. You can specify employees, vendors, or "other names" as sales reps. Each sales rep is assigned initials. The names and initials appear on the Rep drop-down list on sales forms, allowing you to associate specific sales reps with specific sales so you can track their income.
To add a sales rep:
- Choose Lists, Customer and Vendor Profile, Sales Reps.
-
Click the
button at the bottom of the list or control-click anywhere in the list and choose New Sales Rep from the shortcut menu.
- In the Sales Rep Name field, enter the sales rep's name.
- Click OK (or click Next if you're planning to add more than one sales rep).
- Click Quick Add, select a list name, and click OK. QuickBooks then adds the sales rep to the selected list without any detailed information.
- Click Set Up, select a list name, and click OK. QuickBooks then opens another window where you can enter information about the sales rep, such as the sales rep's phone number, address, etc. When you're finished, click OK.
To edit a sales rep:
- Choose Lists, Customer and Vendor Profile, Sales Reps
-
Double-click on the sales rep to open the Edit Sales Rep window or select the sales rep and click the
button at the bottom of the list. (You can also control-click on the name and choose Edit Sales Rep from the shortcut menu.)
- Make any changes to the information and click OK.
Want to delete a sales rep? Learn how to delete from a list.
Note: To view reports related to sales reps, choose Reports > Sales > Sales by Rep Summary or Reports > Sales > Sales by Rep Detail.