Adding New Salespersons

The list of salespersons is accessed by selecting Sales > Options from the EBMS menu. Click on the Salesperson tab as shown below:

Click the New button to open the new salesperson dialog as shown below:

Enter the name and contact information for the salesperson.

Note: The Name entry becomes the salesperson’s identifier rather than a separate ID. This fact must be considered if the Default salesperson to user name option is enabled in the Sales > Options > Invoices and S.O.s tab as shown below:

The Default sales person to user name option should only be enabled if the salesperson also has a login account within the EBMS software. If this option is enabled, the sales person’s Name should appear on the sales person dialog in the same syntax as the user’s EBMS login name. Review Processing a Sales Invoice with Commissions for more details on how this option is used. Review the Getting Started > Security > Creating Users and Assigning Rights within the main EBMS manual for more details on creating user accounts.

Click the Finish button to save the salesperson record. Click on the Properties button to view or change the salesperson’s information as shown below:

Continue with the Rates section to create commission rates.