Manufacturing and Distribution

Sales Order Processing

Account Reps & Sales Territories

Track detailed account rep information...

Set up account rep records to track individuals and organizations responsible for customers, quotations, sales orders, and returns. The Account Rep maintenance screen lets you enter and/or edit address information, commission percentage and vendor ID (for 1099 reporting).

Group account reps and customers in sales territories...

The Sales Territories feature provides an additional, optional level of grouping customers and account reps. You can assign each sales territory to a sales manager (from the list of account reps), and also assign account reps to multiple territories.

Customize fields…

Easily set up fields that will capture additional information about your sales reps. For example, record and track birthdays, work anniversaries, or specific account details. These custom fields can be editable text boxes or contain drop-down list boxes, and are used for report filtering and reference purposes.

Generate reports...

In GMBS, all quotations and sales orders are assigned an account representative. The account rep’s name will print on the order documents as well as provide a filter that lets you search several standard sales reports.

Store basic information about your account reps.  (Click here for more examples.)

See GBMS in action...

Watch this demo to learn more about GBMS’ SOP features.   View Demo

To learn about the Account Reps step-by-step procedures, view the training videos.   Training Videos

·  Enter, view or edit detailed information about account reps, such as address, contact numbers, status, assigned sales territory, commission percentage, as well as the assigned vendor ID and employee ID

·  Define and assign a sales territory to an account manager and/or customer. Also, assign account reps to multiple territories

·  Filter customers, orders and returns by account rep and/or sales territory

·  Run sales reports and analysis by account rep and/or sales territory

·  Insert an image of the account rep’s signature for use on the signature line of quotations and sales orders

Key Features

Related Documents & Reports

·  Sales Booked (By Account Rep) — Summarizes sales order and sales return totals that can be filtered by various fields

·  Sales Booked w/ Detail (By Account Rep) — Similar to Sales Booked (By Account Rep) report but detailed by sales order number. Also includes customer name, order date and item category

·  Sales Invoiced (By Account Rep) — Summarizes invoice totals 

·  Sales Invoiced w/ Detail (By Account Rep) — Similar to Sales Invoiced (By Account Rep) report but detailed by invoice number. Also includes invoice date, customer name, customer PO number, terms, ship via, sales tax amount, shipping charges, and sales order ID

Image 1: Sales Reps—General tab

Image 2: Sales Territories—General tab

Define and assign a sales territory to an account manager. You can later assign account reps (and customers) to multiple sales territories. Use this information for filtering and reporting purposes.  (Click here for more examples.)

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