Reps allow you to set up sales representatives, and set targets for them. You can assign customers to reps on the Trader card. You can also assign several customers to a rep, or change rep, when browsing for traders. A company contact can be designated as a rep. If you don't want a contact to have access to set up or modify reps, configure this in Define Security.
Reps can also be used to limit access to traders for other logins.
Rates and targets aren't used in other areas of Horizon. They are provided if you want to create your own custom reporting system based on that information.
- Code – up to four character code to uniquely identify the rep;
Note: The code cannot be changed after you have created the rep.
- Details – the name of the rep;
- Rate –
- Contact – create a company contact for the rep, then select that contact here. It will usually have the same name you have set in Details;
- Targets –
- Sales –
- Profit –
- Margin –
- New accounts –
- Inactive –
See Also
