Open Forum

#Leadership #Accounting

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Is it possible to assign different sales territory for a specific product for a particular customer, and assign the rest of the customer's account to a different salesperson? If so can one invoice include sales for both salesperson?

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Dave Misiura
Controller
W.A. Cleary Corp
Somerset NJ
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@Dave Misiura    Dave, out of the box with GP you'd have to manually change the salesperson on the line items on the SOP document, you can have multiple salespeople on the same SOP document.   I'd also suggest checking out EthoTech's Commission plan - i know you can assign Salespeople to various things with their product.  @Stephanie Rasmussen  should be able to help.    ​​

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Michael Gummel
Prod Engineer
Paradigm Technology Consulting
Allentown NJ
mtgummel@ptcsolutions.com
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Original Message:
Sent: Mar 24, 2022 12:17 PM
From: Dave Misiura
Subject: Assign salespersons

#Leadership #Accounting

​

Is it possible to assign different sales territory for a specific product for a particular customer, and assign the rest of the customer's account to a different salesperson? If so can one invoice include sales for both salesperson?

​

------------------------------
Dave Misiura
Controller
W.A. Cleary Corp
Somerset NJ
------------------------------

thx Mike that helps

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Dave Misiura
Controller
W.A. Cleary Corp
Somerset NJ
------------------------------

Original Message:
Sent: Mar 25, 2022 09:42 AM
From: Michael Gummel
Subject: Assign salespersons

@Dave Misiura    Dave, out of the box with GP you'd have to manually change the salesperson on the line items on the SOP document, you can have multiple salespeople on the same SOP document.   I'd also suggest checking out EthoTech's Commission plan - i know you can assign Salespeople to various things with their product.  @Stephanie Rasmussen  should be able to help.    ​​

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Michael Gummel
Prod Engineer
Paradigm Technology Consulting
Allentown NJ
mtgummel@ptcsolutions.com

Original Message:
Sent: Mar 24, 2022 12:17 PM
From: Dave Misiura
Subject: Assign salespersons

#Leadership #Accounting

​

Is it possible to assign different sales territory for a specific product for a particular customer, and assign the rest of the customer's account to a different salesperson? If so can one invoice include sales for both salesperson?

​

------------------------------
Dave Misiura
Controller
W.A. Cleary Corp
Somerset NJ
------------------------------

Yes Mike above is correct.

Not in an automated fashion however each line item on an Invoice can be credited to a different salesperson ID but you must do that manually as the salespersonID will default to the line item based on the Customer ship to address, not tied to an item. Then you can change each line item to someone else as needed.

You can also divvy up the commission accrual manually on an invoice to as many salespersonIDs as you want that are not necessarily tied to the salespersonIDs on the line.
In the example below there is only one salespersonID on the invoice (Paul)  but I am splitting the commission accrual 50/50  manually between Paul and Erin.
So not too great but something if your split sales not too many.



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Thaddeus Suter
Retus, Inc
HELOTES TX
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Original Message:
Sent: Mar 24, 2022 12:17 PM
From: Dave Misiura
Subject: Assign salespersons

#Leadership #Accounting

​

Is it possible to assign different sales territory for a specific product for a particular customer, and assign the rest of the customer's account to a different salesperson? If so can one invoice include sales for both salesperson?

​

------------------------------
Dave Misiura
Controller
W.A. Cleary Corp
Somerset NJ
------------------------------

Thanks Thad. Your example helps me out allot. So far its only one product for one customer so very doable.

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Dave Misiura
Controller
W.A. Cleary Corp
Somerset NJ
------------------------------

Original Message:
Sent: Mar 25, 2022 09:57 AM
From: Thaddeus Suter
Subject: Assign salespersons

Yes Mike above is correct.

Not in an automated fashion however each line item on an Invoice can be credited to a different salesperson ID but you must do that manually as the salespersonID will default to the line item based on the Customer ship to address, not tied to an item. Then you can change each line item to someone else as needed.

You can also divvy up the commission accrual manually on an invoice to as many salespersonIDs as you want that are not necessarily tied to the salespersonIDs on the line.
In the example below there is only one salespersonID on the invoice (Paul)  but I am splitting the commission accrual 50/50  manually between Paul and Erin.
So not too great but something if your split sales not too many.



------------------------------
Thaddeus Suter
Retus, Inc
HELOTES TX

Original Message:
Sent: Mar 24, 2022 12:17 PM
From: Dave Misiura
Subject: Assign salespersons

#Leadership #Accounting

​

Is it possible to assign different sales territory for a specific product for a particular customer, and assign the rest of the customer's account to a different salesperson? If so can one invoice include sales for both salesperson?

​

------------------------------
Dave Misiura
Controller
W.A. Cleary Corp
Somerset NJ
------------------------------