The REP Master feature in TruePOS allows businesses to create and manage sales executive names, ensuring accurate tracking of sales transactions. This feature is especially useful in scenarios where specific individuals, such as sales executives, need to be identified for reporting or incentive purposes, like EarnSmart integrations.

1. Easy Identification: Quickly associate sales transactions with specific sales executives.

2. Integration Ready: Works seamlessly with features like EarnSmart for incentive tracking.

3. Improved Reporting: Provides better insights into sales performance by tracking executive-wise sales data.

1. Accessing the REP Master  

1. Open your TruePOS application.

2. Navigate to the Masters menu.

3. Select REP Master from the list.

2. Adding a New Sales Executive  

1. Click on Add New REP.

2. Enter the name of the sales executive (e.g., "Ramesh").

3. Save the entry.

3. Using the Sales Executive Name in Billing  

1. During the billing process, select the sales executive's name from the Sales Executive dropdown menu.

2. Proceed with the billing as usual.

4. Managing Existing REPs  

1. To edit an existing sales executive, select the name from the list and click Edit.

2. Make the necessary changes and save.

3. To remove a sales executive, select the name and click Delete (ensure no pending transactions are linked).

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1. Temporary Sales Executive Billing: For instance, if Sangeeta, a sales executive, suddenly needs to handle billing, her name can be quickly added to the REP Master, enabling smooth billing operations.

2. EarnSmart Incentive Tracking: Businesses using EarnSmart can associate sales data with specific executives, streamlining incentive calculations.

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1. What is the purpose of the REP Master?  

The REP Master helps businesses track and manage sales transactions by associating them with specific sales executives.

2. Can I edit or delete a sales executive in the REP Master?  

Yes, you can edit or delete entries. However, ensure there are no pending transactions linked to the sales executive before deleting.

3. Is there a limit to the number of sales executives I can add?  

No, you can add as many sales executives as required to the REP Master.

4. How does this feature integrate with EarnSmart?  

The REP Master associates sales transactions with specific executives, enabling EarnSmart to track incentives and performance accurately.

5. Can I restrict certain users from accessing the REP Master?  

Yes, access to the REP Master can be controlled through user role settings in TruePOS.

6. What happens if the sales executive name is not selected during billing?  

If no name is selected, the transaction may not reflect accurately in executive-wise reports. Always ensure a sales executive is chosen before completing the billing process.

7. Can I generate reports based on sales executives?  

Yes, TruePOS provides executive-wise sales reports for better performance analysis and tracking.