Assigning the Sales People to the Split Sale

  1. Click in the Employee box and select one of the sales people to get credit for the sale.
  2. Click in the Percentage box and type the percentage (in decimal form) the selected sales person is to receive credit for the sale. For example, if the sale is split evenly between two sales people, type .50 in the Percentage box.
  3. Click the Primary box in order to select it for the primary sales person. Note that there must be a primary sales person, even if each sales person is to receive equal credit.
  4. Click the Add button in order to add the sales person to the split sales grid.
  5. Continue with steps 1 – 4 for each sales person.
  6. Click the Save button.

You will notice that the code for the sales person marked as primary will appear in the Employee box. The All Sales Management report (on the Customer tab of the Report Catalog) will reflect the split sale according to the percentages entered.