TRAVERSE Global v11.1

Sales Reps List

Use the Sales Reps List function to produce a list of sales rep information, including name, address, commission rate, and sales amounts. To change sales rep information, use the Sales Reps function on the Setup and Maintenance menu.

  1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
  2. Select whether to print sales rep addresses in the list by selecting the Print Address check box.
  3. Select whether to print commission detail in the list by selecting the Print Commission Detail check box.
  4. Click a command button to
    5. Select To
    Print Print the Sales Reps List using the selected criteria.
    Output Output the list as a PDF.
    Send Save the list as a PDF and attach it to an email using your default mail program.
    Preview Preview the Sales Reps List using the selected criteria.
    Reset Reset all fields and lists to their default selections.