Sales Representative Group - Documentation Acosys

Used By

sales staff, cashiers, sales admins, or finance

Data Type

master

Search Keys

Code

When to Use This Form

When sales representatives need to be grouped for reports, commissions, or access restrictions.
When a group's default accounts or rules need to be updated.
When group members need tidying so reports do not get mixed up.

Before You Start

Make sure reference data such as Receivable, Expense, and Commission has been created and is still active.
Prepare the list of group members and the default accounts to use.

Workflow

Open Sales & POS / Customers & Sales Team / Sales Representative Group.
Enter the group code and description using a name that is easy to understand.
Select the default accounts and rules that apply to this group.
Check the group members so nobody ends up in the wrong group.
Save, then check the result on the member master data and related reports.

Key Fields

Field	Explanation for Users	Status
Code `id`	Data code. Use a short code that is easy to recognize.	Required
Description `description`	Description explaining what this data is for.	Required
Receivable `payablecommacc`	Commission receivable or payable account used for sales representative bookkeeping.	Required
Expense `expensecommacc`	Commission expense account used when sales commissions are recorded.	Required
Last Modified `updatetimestamp`	The last time the data was updated by the application.	Optional
Sales Representative `salesman`	List of sales representatives that are members of this group.	Optional

Details and Relations

The Sales Representative detail contains the members of this sales group.

What Happens After Saving

The group is saved as a reference for members, reports, and default rules.
Group members determine who is included in that group's filters and rules.
If the form relates to suppliers, the data can affect purchases, payables, or supplier reports.
If any data is not valid, the application rejects the save and shows a validation message.
Changing a group can affect subsequent reports and the default choices on new transactions.

Common Problems

Data cannot be saved: check the required fields, number and date formats, and the validation message shown.
Data does not appear when searched: check the active status, user access rights, division/department filters, and the search keyword.
Report is wrong: check the group members and the default accounts or rules used.

Available Fields

The following list summarizes the fields available on the form. Rarely used fields are still listed so they are easy to look up during training or support.

Field	Explanation for Users	Status
Code `id`	Data code. Use a short code that is easy to recognize.	Required
Description `description`	Description explaining what this data is for.	Required
Receivable `payablecommacc`	Commission receivable or payable account used for sales representative bookkeeping.	Required
Expense `expensecommacc`	Commission expense account used when sales commissions are recorded.	Required
Commission `commisionrules`	Commission rule that applies to this sales group.	Optional
Created By `usercreate`	User who created this data.	Optional
Modified By `useredit`	User who last modified this data.	Optional
Last Modified `updatetimestamp`	The last time the data was updated by the application.	Optional
Sales Representative `salesman`	List of sales representatives that are members of this group.	Optional

User Checklist

Sales group code and description are not duplicated. Commission receivable account, commission expense account, and commission rules are correct. Sales representative members are correct. The group is ready for reports and sales commissions.

Menu Location

Sales & POS / Customers & Sales Team / Sales Representative Group
/form/salesmangroup

Quick Add from the Search Field

If the icon + appears next to a search field, you can set up the sales representative commission accounts directly from this form without interrupting the sales representative group settings.

Account

Available on account fields such as Commission Payable and Commission Expense. If the sales representative commission account does not exist in the COA yet, click + to create it, then continue the same sales representative group setup.