Specify Credit Allocation / Sales Target
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This page allows you to specify the credit percentage allocated for a sales person in the sales team. Group based selling situations may be prevalent when the efforts of individuals with varied skill sets needs to be used to bag the order.
Select the “Specify Credit Allocation / Sales Target” link at the bottom of the “Create Sales Team” page.
The “Specify Credit Allocation” page appears.
Enter the following fields in the header:
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Mode |
Use the drop-down list box to select the mode for specifying credit allocation and sales target for the sales person. The combo is loaded with “Credit Allocation” and “Sales Target”. The system displays “Credit Allocation” as the default value on launch of the page. |
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Year |
Use the drop-down list box to select the year for specifying the sales target. The combo is loaded with all years as defined in the OU. |
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Period |
Use the drop-down list box to select the period corresponding to the chosen Year for specifying the sales target. The combo is loaded with “Qtr-I”, “Qtr-II”, “Qtr-III” and “Qtr-IV” as options. |
The system displays the following header:
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Total |
The total target value of the sales team. |
Note: The fields “Year”, “Period” and “Total” are displayed when Mode is selected as “Sales Target”.
The system displays the following details in the "Sales Team Details" group box:
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Sales Team Code |
The unique code identifying the sales team. |
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Sales Team Desc. |
The description of the sales team code. |
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Sales Team Type |
The type of the sales team. |
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Preferred Sales Channel |
The flow in which the goods move from the sales person to the customer. |
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Status |
The status of the sales team. |
The system displays the following details in the "Credit Allocation / Sales Target Details" multiline:
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Sales Person Code |
The code identifying the salesperson. |
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First Name |
The first name of the salesperson. |
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Middle Name |
The middle name of the salesperson. |
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Last Name |
The last name of the salesperson. |
Enter the following detail:
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Percentage Allocated |
The credit percentage allocated to the sales person (Integer). The sum of the “Percentage Allocated” must be equal to 100. |
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Sales Target |
The target value assigned to the sales person. |
Note: The field “Sales Target” is displayed when Mode is selected as “Sales Target”.
Click the “Specify Details” pushbutton to save the specified detail.
