About Salesperson and Order-Writer Numbers
Every salesperson and order-writer must be assigned a unique number. Salesperson numbers are for employees who receive commissions. These employees may or may not enter customer orders in the Order Entry window. Order-writer numbers are for employees who enter orders in the Order Entry window. (Order-writers may also receive commissions.)
There are certain rules and recommendations you should follow when assigning order-writer numbers.
An order-writer number must be the number 101 or greater and can be up to four digits.
Salespersons can have two-, three-, or four-digit numbers. Assign a three- or four-digit number to salespersons who are also order-writers. Assign a two-digit number to salespersons who are not order-writers.
Note: Do not use 00 as the last two digits in regular salesperson or order-writer numbers, since they are reserved for in-house sales accounts.
In addition to assigning a number to each salesperson, create a special salesperson to use as an in-house sales account for each location. This special salesperson is used to accumulate a history of sales for customers who are not assigned to a specific salesperson. Assign the location number as the first two characters of the salesperson number and use 00 as the last two digits.
Order-Writer Number Recommendations:
Assign the location number as the first two digits.
Use the last two digits to specify retail or commercial sales, as shown:
Retail 01 - 50
Commercial 51 - 99
Note: This information is used in the Sales Analysis Recap and Items Sold Restock Reports to differentiate between retail and commercial sales. If you are using locations 1 through 9, do not use leading zeros in the order-writer numbers. For example, if you are assigning numbers for location 1, assign 123, not 0123.
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