Sales Representative Groups (SAGR_SU09)

The Sales Representative Groups (ibis_sagr) view allows you to define sales rep groups which are sales rep in the Sales Representatives (ibis_sar) view. The combination of the sales rep group and the sales rep code creates a sales rep that is assigned to customer or prospect in the Customers (ibis_sucu.su13) view as well as to leads in the Lead Master (ibis_crmlead) views. This enables customers to be reviewed and reports to be printed in sales rep/customer sequence. The sales rep assigned to an invoice is used to extract the appropriate commission rate.

  • The sales rep group and the sales rep code field length is determined during your initial PointForce set up. The sales rep group can be from 1 to 4 alpha-numeric characters in length. The sales rep group/sales rep code combination can be a maximum of 8 alpha-numeric characters in length.

  • Note: The sales rep length is defined in Company Entry (ibis_cc95). If the sales rep code length is 6 and the total length of the sales rep group/sales rep code combination is 8, then the sales rep group is a maximum of 2 characters in length.

Note: The ability to create and update information in Sales Representative Groups (ibis_sagr) is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in the Sales Rep Group table. For more information, see Role Master-Permissions.

The following list defines every field available in the sales representative groups (sagr) table in alphabetical order:

  • Company - the company field is available when you create a new sales rep group record. The company defaults to the company assigned to your user id in the Session Parameters view. You can change the default company during the sales rep group creation process only. Once the sales rep group record is created, the company to which the record is associated displays in the General section (at the top of the view).

  • Created By - displays the name of the user who created the record you are viewing or maintaining. May not be overridden.

  • Created On - displays the date on which the record that you are creating or maintaining was created. May not be overridden. May also represent the creation date of the records you are attempting to retrieve.

  • Group Description - enter a description of the sales rep group code. The group description can be a maximum of 30 alpha numeric characters in length.

  • House Rep Group - this field is only enabled when e-Scan is active. When a sales rep group is also flagged as a house rep group and a sales rep is assigned the sales rep group, the sales rep is considered a house rep. House reps in e-Scan can access all customers, whereas regular sales reps can access only the customers assigned to them via e-Commerce Contact Reference Entry (ibis_ec31).

    Valid options are: Yes and No (default).

    • A value of Yes indicates that the sales rep group is a house rep group. When a sales rep is assigned the sales rep group, they can create shopping carts for all customers.

    • A value of No indicates that the sales rep group is not a house rep group. When a sales rep is assigned the sales rep group, they can create shopping carts for customers assigned to them in EC31 only.

  • Modification Counter - this field is not maintainable. The date and time the record was last modified.

  • Modified By - this field is not maintainable. The user or system process that last modified the record.

  • Modified On - this field is not maintainable. The date on which the record was last modified.

  • Sales Rep Group - enter a sales rep group code. The rep group can be from 1 to 4 alpha numeric characters in length, depending on the parameters defined during the installation of PointForce at your site. Once the record is created, you cannot modify this field.
<

For the functionality of each action (i.e. button) available on this view, refer to the About the Actions topic.