You can divide your debtors and invoices into areas covered by particular representatives or dealers. Enter a representative. Once saved, this information cannot be modified. In the box next to it, you can fill in the name of the representative, dealer or sales person you work with.
Enter a cost center. You can differentiate expenses by allocating expenses to cost centers. You can also link a cost center to a representative. This allows you to compare personnel expenses with revenue figures, which is useful for your cost control. When entering an order or invoice, the cost center linked to the representative, who is linked to the debtor will be displayed as default. If no representative is linked to the debtor, the cost center defined in the settings will be displayed as default.
You can click the 'Add' button to link documents to the item or 'Delete' button to delete the documents that have been linked.
Matrix for data entry
Select an external category of the document to be linked to the item. You can create external categories in [System: Setup, Documents, External categories, Maintenance].
Enter a description of the linked document, if required.
Enter the full path or URL of the document. The path in the 'Fixed location' field on the 'General' tab in [System: Setup, Documents, External categories, Maintenance] if defined, will be filled in by default. Then you will only need to enter the remaining path.
See also:
[Sales: Master data, Reports, General, Sales representatives]
Sales Manual > Contents > Creating master data > Sales representatives > [Sales: Master data, Maintenance, General, Sales representatives]