---
title: "Sales Rep Maintenance"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28404906/Sales%20Rep%20Maintenance"
format: markdown
---
<details>
<summary>System Flags</summary>

| **Flag** | **Description** |
| --- | --- |
| **SugarCRM** | If ticked / activated > Macro (inline-media-image)

, enables the Bowens SugarCRM functionality and displays additional fields to complete.<br>![image](media://37a77923-6c25-4221-8af0-f0bd1c4dbeb1) |
</details>

The** Sales Rep Maintenance** option allows you to maintain Sales Representatives within your Frameworks system.

Refer to the following processes for further information:

> Macro (toc)

## <span style="color: #003366">Accessing Sales Rep Maintenance</span>

To access Sales Rep Maintenance, perform the following:

1. Click the **Frameworks Menu**, then enter **Sales Rep Maintenance** (or select **Sales Rep Maintenance **from within the **System Administration - System Tables** navigation tree).

## > Macro (anchor)

<span style="color: #003366">Searching for existing Sales Reps</span>

To searching for existing Sales Reps, perform the following:

1. Click the **Frameworks Menu**, then enter **Sales Rep Maintenance** (or select **Sales Rep Maintenance **from within the **System Administration - System Tables** navigation tree).
2. Enter the *Sales Rep ID* into the **Sales Rep Id** field and/or enter *the name of the Sales Rep* in the **Name** field, then click **Find**, alternatively, click **Find** to search for all Sales Reps.

## <span style="color: #003366">Adding a new Sales Rep</span>

To add a new Sales Rep, perform the following:

1. Click the **Frameworks Menu**, then enter **Sales Rep Maintenance** (or select **Sales Rep Maintenance **from within the **System Administration - System Tables** navigation tree).
2. Click **New**.
3. Enter a *unique Sales Rep number* into the **Sales Rep ID** field.

> ⚠️ If you do not enter a unique number, an error message *"SalesRep ID already exists"* will appear.

4. Enter the *first and last name of the Sales Rep* into the **Name** field.
5. *If applicable,* enter the *phone number and mobile phone number of the Sales Rep* into the **Phone** and **Mobile** fields.
6. *If applicable,* enter the *commission rate as a percentage (without the % field)* into the **Commission** field.

![image](media://152d5d45-50a4-4924-bab7-6b706bf98cd5)

7. *If the Bowens SugarCRM functionality has been activated*, also complete the following additional fields:

<span style="color: #333333">i. Enter the </span><span style="color: #333333">*classification of the Sales Rep*</span><span style="color: #333333"> into the </span><span style="color: #333333">**Enter Sales Rep**</span><span style="color: #333333"> field.</span>

<span style="color: #333333">ii.</span> Select the *branch the Sales Rep belongs to* via the drop-down arrow in the **Branch** field. 

iii. Enable the **Active** check box to indicate the Sales Rep is active & to be reported on.

![image](media://f067e255-836f-44e9-a998-5178ed8eb097)

8. Click **Save**.

## <span style="color: #003366">Copying an existing Sales Rep</span>

To copy an existing Sales Rep, perform the following:

1. Click the **Frameworks Menu**, then enter **Sales Rep Maintenance** (or select **Sales Rep Maintenance **from within the **System Administration - System Tables** navigation tree).

2. Find the Sales Rep you would like to copy the details for. Refer to [Searching for existing Sales Reps](#search) for further information.

3. Click **Copy**.

4. Enter a *unique Sales Rep number* into the **Sales Rep ID** field.

5. Make any further changes as needed, then click **Save**.

## <span style="color: #003366">Maintaining a Sales Rep</span>

To maintain an existing Sales Rep, perform the following:

1. Click the **Frameworks Menu**, then enter **Sales Rep Maintenance** (or select **Sales Rep Maintenance **from within the **System Administration - System Tables** navigation tree).

2. Find the Sales Rep you would like to maintain. Refer to [Searching for existing Sales Reps](#search) for further information.

3. Make your changes, then click **Save**.

## <span style="color: #003366">Deleting a Sales Rep</span>

To delete an existing Sales Rep, perform the following:

1. Click the **Frameworks Menu**, then enter **Sales Rep Maintenance** (or select **Sales Rep Maintenance **from within the **System Administration - System Tables** navigation tree).

2. Find the Sales Rep you would like to delete. Refer to [Searching for existing Sales Reps](#search) for further information.

3. Click **Delete**.

4. Click **Yes - Perform Delete**.