Select Commission Agent
Sales Agents and Drivers are maintained in the Commission Agent File in our database. Please note that the Sales Agent and/or Driver does not have to be a commissioned agent in order to be in this file since IBS can track financial information for both commissioned and non-commissioned agents.
The Commission Agent File can be viewed in two different sort orders (By Agent Number or By Agent Name). To select the desired sort order, move your mouse cursor to the appropriate tab at the top of the Select Commission Agent
window (By Agent Number or By Name) and left-click your mouse once. This window titled Select Commission Agent allows you to Select an existing agent, Insert a new agent, or Change an existing agent.
At the top of this window titled Select Commission Agent is a locator box titled either Agent Number or Sort Locator, depending upon the sort order tab you selected. This locator box may be used to quickly access a specific agent. Type the name/number of the agent you wish to access, press the Tab key, and that agent (or the closest match to the name/number you typed) will be highlighted in the list box. NOTE: Your mouse cursor may be located in the list box or in this locator box when you type the name/number.
Show Active Agents Only: Check this box if you want to display Active Agents only. Uncheck this box if you want to display all agents, both Active and Inactive.
[ Select ] Press this button to select the highlighted agent.
[ Insert ] Press this button to insert a new agent into the Commission Agent File. This will open a window titled Adding a Commission Agent where you may enter the appropriate information for this new agent. For additional information on how to add a new agent to this file, see Update Commission Agent File.
[ Change ] Press this button to edit information for the highlighted agent. This will open a window titled Changing a Commission Agent where you may edit any of the information for this agent. For additional information on how to edit an existing agent's information, see Update Commission Agent File.
[ Close ] Press this button to close this window and return to the previous window.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
[ Note Pad ] Press this button to view or edit notes for this agent.
