Managing Account Representatives

Overview

This document will cover how to assign and manage Inside and Outside Account Representatives for your Accounts for commissions or tracking purposes. This is great if you have certain salespeople that handle specific accounts.

Account Rep Types

There are three Account Types within Savance, these types are:

• Outside Sales

• Inside Sales

• Order Writer

Now you can have an Inside and or Outside Sales rep assigned to account and also have a different Order Writer. By definition, an order writer is whoever is taking the order at that time. For example, the ACME company has John Doe as an Outside Sales Rep, but this customer comes in to place an order at the counter. Sally works at the counter, so she would be considered the Order Writer.

Manage Account Representatives

To manage your account representatives to go Accounts > Manage Account Representatives

You will be presented with the list of your current users and Account Types.

To begin we need to first select a customer/account by selecting ‘Select Account’ and search for the customer.

Select the customer, then select from your User list to drag the Account Rep to the Account Type.

If you have more than one representative you can drag the users up and down in order of priority. If you need to remove a user just highlight their name and select ‘Remove’

Repeat this process until you have assigned all your account reps to their respective accounts.

Viewing Account Reps

Once an order has been placed you can view assigned Account Reps by going to the Summary > Commission tab

If you have the permissions you can also add an additional representative, by selecting ‘Add’ and filling in the following information.

Assigning Commissions

If your business pays commissions to your sales reps you will need to assign the percentages.

Now that you have assigned your sales representatives to their respective accounts you can now apply commission and commission type.

To get started go to Manage Accounts and search for the account. Next, go to Reps tab

Next to your User select the Commission Type:

• Booked Sales - Any orders that have been converted

• Invoices - Any orders that have been invoiced

• Payments Only - Any orders that have received payments in full

• Profits on Booked Sales - Commissions paid based on profits of the converted order

• Profits After Payment - Commissions paid based on profits of an order that has been paid in full

• Profit On Invoices - Commissions paid based on profits once an order has been invoiced

Next, you will choose the commission split/percentage that you are going to pay the account representative.

You also can also attach commissions to be paid for a specific JOB only vs. all orders placed.

Once you are done with your configuration, select Save and Close.

Reporting Commissions

When it’s time to pay your representatives their commissions, go to Accounting > Accounting Manager > Commissions

Select all reps, or add specific representatives to run the report for. If you include Order Takers you can choose a calculation type, percentage, and if you want to take commissions on all other calculation types or not.

Under Report Settings, you can choose between a summary or detailed report if you want each report separated by each rep and dates.

Finally, you can choose to only show commissions if the invoice was paid within a certain amount of days.

Below is an example of what the Commission Summary report looks like.