To add a representative to a customer, please do the following:
Go to Sales
Click Customer Maintenance
Click on Edit Addresses
Choose the relevant address
There are two relevant options here, Representative and Region
Representative
Pressing F5 In the Representative area will allow a rep to be chosen for this address specifically.
Pressing F4 can be used to add a new rep into the list.
A Reference, Representative Name, telephone and fax number, an email address and a percentage can be added.
There are also Targets that can be set. Just click on the blue, underlined Edit word at the end.
In there, the monthly targets can be set or, by using the Enter Annual Target button a yearly total can be input and that will be divided evenly across the 12 months.
Region
Pressing F5 in the Region area can be used to add default representatives for different regions.
Pressing F4 will enable a new area code and default rep for that region can be set, see above for how to do this. This rep will then be used if that region is chosen for a particular customer address