Visma.net ERP
Salespersons (AR205000)
This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.
You can use this window to create new salesperson accounts and to modify existing accounts.
For more information, see: About commission configuration and calculation.
The top part
In this area, you can create a new salesperson account or select an existing salesperson account for viewing or editing its settings.
| Element | Description |
|---|---|
| Salesperson ID |
The unique identifier of the salesperson. Requirements for the ID are set by the SALESPER segmented key. For more information, see:About ID segmentation. |
| Is active | A check box that indicates (if selected) that the salesperson account is active. |
| Name | The salesperson's name as it should appear on documents. |
| Default commission % |
The default percent of commission to be used for the salesperson. The field is available if the Commissions functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Sales sub. | The subaccount associated with the salesperson. |
The Customers tab
This tab contains a list of the salesperson's customers, and the applicable location and the commission percentage associated with each.
| Column | Description |
|---|---|
| Customer ID | The customer's unique identifier. You can select a customer from the list of available customers. |
| Customer name | A read-only column showing the customer's name as it should appear on the documents. |
| Location | A read-only column with the default location of the customer with whom the salesperson works. |
| Location name | A read-only column that displays the name of the location. |
| Commission % |
The commission percent on sales for the particular customer. The field is available if the Commissions functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Default | When this check box is selected, this salesperson is the default salesperson of the customer. |
The Commission history tab
This tab displays the history of commissions for the salesperson.
The tab is available if the Commissions functionality is enabled in the Enable/disable functionalities (CS100000) window.
| Button | Description |
|---|---|
| View details | Navigates to the Commission details (AR403000) window and displays the details of the selected document. |
| Column | Description |
|---|---|
| Commission period | The commission period in which the commission was incurred. The commission periods are set in the Customer ledger preferences (AR101000) window. |
| Commissionable amount | The amount used for commission calculation during the period. The commission is calculated on an invoice amount before VAT. |
| Commission amount | The amount of commissions earned during the period. |
| Payroll processed date | The date when the commission was processed in the Payroll module. This column is available only if the Payroll functionality is enabled in the Enable/disable functionalities (CS100000)window. |
Related concepts
About commission configuration and calculation
Related tasks
Connect a customer to a salesperson
Disconnect a customer connection to a salesperson
Related windows
