State / FL

Users, Routes & Positions

Users
Add, edit and manage users assigned to your state.

Click to view
Route to Markets & Product Divisions
Setup and manage Route to Market, Product Selling Divisions, and Sales Positions for this state

Click to view
Job Titles
Add, import or manage user Job Titles

Click to view
Routes
Assign, view or edit routes and their associated Sales Person and Customers

Click to view

Customers, Chains & Suppliers

Customers & Chains
Add, import or manage Customers and their associated Chains

Click to view
Suppliers
Import, add, edit Suppliers and their associated Brands, Items and Supplier Reps

Click to view

Chargeback & Form Settings

Form Settings
Edit and manage incentive form field values

Click to view
GL Accounts & Cost Centers
Add or edit list of General Ledger Numbers and Cost Center Numbers used by your accounting department

Click to view
Payout Expiration & Archive
Setup how long after payout before incentive moves to chargeback

Click to view