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How do I set up salespersons and  create reports about their business performance?

Salespersons created in Scope can be assigned to quotations and shipments. Reports allow you to track the development of the business assigned to each salesperson. 

Create a new Salesperson

Requirement:
Salespersons must have been previously recorded as Scope users.
 Further information on this is available from RSI customer service.

Go to Master Data > CRM > Salespersons

Click on New and fill in the fields:

newsalesperson
  1. Enter the salesperson's full name in the field "Salesperson".
  2. Give the salesperson an accounting code. For example, it could be the initials of the salesperson.
  3. Set the viewing restrictions for this salesperson
    1. "Use organization default" allows the salesperson to see shipments as per their user profile (if they have one)
    2. "No view restrictions" removes all viewing restrictions
    3. "Show only own shipments" allows only the shipments assigned to the salesperson to be seen by the salesperson
  4. You may add a ZIP zone. The other fields are explained in the article How do I set sales commissions. You can leave them empty right now.
  5. Now Save the new salesperson.

Learn how to define criteria for assigning a salesperson to quotations and shipments here: How can i create new and manage existing salesperson allocations, and how does the automatic assignment work? 

 

Reporting on Salespersons

Forwarding > Shipment overview

In the shipment overview, one of the additional filters available is "Salesperson".
Click on the arrow symbol (1) on the right side of the overview to open the extended filter options.
filter1
Use this with other filters (2) to get the desired figures for the salesperson.

filter2