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.

Find out how lists work

To add a sales rep:

  1. Choose Lists, Customer and Vendor Profile, Sales Reps.
  2. Click the Add button at the bottom of the list or control-click anywhere in the list and choose New Sales Rep from the shortcut menu.
  3. In the Sales Rep Name field, enter the sales rep's name.
  4. Click OK (or click Next if you're planning to add more than one sales rep).
Note: If the sales rep is not already entered in your vendor, employee, or "other names" list, you're prompted to add it. Choose one of the following methods:

To edit a sales rep:

  1. Choose Lists, Customer and Vendor Profile, Sales Reps
  2. Double-click on the sales rep to open the Edit Sales Rep window or select the sales rep and click the Edit button at the bottom of the list. (You can also control-click on the name and choose Edit Sales Rep from the shortcut menu.)
  3. 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.