Lesson 9-5: Create A Sales Rep List – A sales rep is someone that assists a customer during a sales transaction. The sales rep is the person that answers any questions that a customer has about a product or service as well as demonstrating a product if needed. It is important to track the sales that a salesperson facilitated, and you can assign a salesperson to a transaction in QuickBooks. When an invoice is created, you can allocate the assisting salesperson to the transaction by selecting their name from the Sales Rep drop down list. However, prior to choosing the salesperson, you must first create a Sales Rep list. To create a sales rep list, perform the steps in the tutorial below.
Here is a summary of the steps that were performed in the tutorial below:
1. Click the List menu, then navigate to Customer and Vendor Profile Lists > Sales Rep List.
2. To add a new sales rep, click Sales Rep at the bottom left, then click New. You can also press CTRL + N on your keyboard.
3. In the Sales Rep Name field, enter the name of the sales rep then click OK on the left.
4. After you click OK, you will see the Name Not Found dialog box.
5. Click the Set Up button at the bottom.
6. In the Select Name Type dialog box, choose the type if sales rep that you are creating. Most sales reps are employees of the company, so for this example choose Employee. You have the option of choosing Vendor or Other, so choose the proper type for your company then click OK.
7. The New Employee dialog box will appear. Enter the Sales Reps name in the Legal Name field.
8. If any future checks to this sales rep should be printed using a slightly different name, enter that name in the Print On Check As field.
9. Enter the sales rep social security number in the respective field.
10. Select the gender from the drop box, then select the sales rep date of birth in the field below.
11. Click the Address and Contact tab on the left.
12. Enter the sales rep’s address and contact information in the respective fields.
13. Click the Additional Info tab on the left.
14. If your company assigns Employee ID numbers to its sales reps, you can enter that information in the Account No. field.
15. When are finished entering the information, click OK at the bottom.