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In today's competitive business environment, keeping track of sales performance is vital for growth and success. Whether you’re managing a small business or scaling up, you’ll need a system that allows you to efficiently track sales by individual representatives. QuickBooks Pro 2015 offers a range of features that can help you monitor sales, assign sales reps to transactions, and generate valuable insights through sales reports. This article will guide you step-by-step on how to set up and assign sales reps in QuickBooks Pro 2015, including how to track sales by rep, set up sales rep lists, and work with sales commissions.
Table of Contents:
1. How to Assign a Sales Rep to a Transaction
2. Tracking Sales per Rep
3. Setting Up Sales Reps in QuickBooks Pro 2015
4. Sales Rep List in QuickBooks Pro
5. How to Assign a Sales Rep to a Customer
6. Sales Commissions and Reports
7. Tips for Managing Sales Reps Effectively
8. Conclusion
1. How to Assign a Sales Rep to a Transaction
One of the most straightforward tasks in QuickBooks Pro 2015 is assigning a sales representative to a transaction, whether it's an invoice or a sales receipt. This feature allows you to monitor and track sales on an individual basis, making it easy to calculate commissions, evaluate performance, and generate reports per rep. Here's how you can assign a sales rep to a transaction in QuickBooks Pro 2015:
# Step 1: Enable Sales Rep Tracking
Before you can assign sales reps to transactions, you need to ensure that the "Sales Rep" feature is enabled in QuickBooks Pro 2015. To do this:
1. Go to the Edit menu at the top of the screen.
2. Select Preferences.
3. In the left pane, click on Sales & Customers.
4. Select the Company Preferences tab.
5. Under Sales Rep, check the option Use Sales Reps.
6. Click OK to save the changes.
# Step 2: Assigning a Sales Rep to an Invoice or Sales Receipt
Once the Sales Rep feature is enabled, you can assign a sales rep to each individual transaction:
1. Open the Create Invoice or Create Sales Receipt window.
2. In the Customer: Job field, select the customer or job for which the transaction is being created.
3. Under the Sales Rep field, select the sales representative who is responsible for this sale. If the sales rep is not listed, you can quickly add a new sales rep by selecting Add New from the drop-down menu.
4. Complete the rest of the transaction as usual, including items, amounts, and payment terms.
5. Once you save the transaction, QuickBooks will associate it with the assigned sales rep.
This simple process allows you to easily track sales performance by individual reps across various transactions.
2. Tracking Sales per Rep
QuickBooks Pro 2015 enables you to track sales by rep, which is crucial for monitoring individual performance. With the ability to assign sales reps to each transaction, you can quickly generate detailed reports that show sales figures for each representative.
# Step 1: Running Sales Rep Reports
To track sales performance by rep, you can generate several useful reports in QuickBooks. Here’s how to run a basic sales rep report:
1. Go to the Reports menu.
2. Choose Sales.
3. Select Sales by Rep Detail or Sales by Rep Summary (depending on the level of detail you require).
4. Customize the report by adjusting the date range, filters, and display options.
5. Click Run Report.
The Sales by Rep Detail report will show individual transactions, broken down by rep, whereas the Sales by Rep Summary report will show an aggregated view of sales by rep for a specified period.
These reports are invaluable when it comes to evaluating individual sales reps' performance, tracking their sales goals, and calculating commissions.
3. Setting Up Sales Reps in QuickBooks Pro 2015
Setting up sales reps in QuickBooks Pro 2015 is essential for efficient tracking. Here's how to create and manage a list of sales representatives:
# Step 1: Creating a Sales Rep List
1. Open the Lists menu and select Customer & Job Lists.
2. Click Sales Reps from the drop-down menu.
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quickbooks pro 2015 set up sales reps - Setting Up Sales Reps in QuickBooks