Part 5: MREPS – Customer Master & Territory Management

Multi-Line Customer Master Concept

As multi-line sales reps, your customers buy products from multiple manufacturer principals. MRSware MREPS allows you to assign unique Manufacturer Account Numbers for each principal under a single Customer record.

Sales Rep & Territory Assignment Rules

Assign primary sales reps and territory codes by customer location or manufacturer line. MRSware automatically defaults sales rep splits on incoming orders, invoices, and commission statements based on territory rules.

Sales Rep Management: Card Views, Preview Pane, Spreadsheet & Statistics

The Sales Rep Management module (Tools > Sales Reps) has been engineered with modern presentation, batch editing, and live operational intelligence tools:

1. Modern View Modes (Table, Compact Cards & Multiline Cards)

• Table View: Standard grid displaying rep name, type, split rate, enabled status, customer counts, company counts, order volume, and query-based YTD / LYTD sales metrics with column reordering and visibility toggles.
• Compact Card View (2-Line Cards): Custom GDI+ rendered cards displaying Rep Display Name, Type (Sales Rep, Territory, Agency), Split %, and territory status.
• Multiline Card View: Structured expandable cards displaying territory codes, contact info, and performance metrics with Expand/Collapse All controls.

2. Right-Docked HTML Preview Pane

Zero-click preview pane docked on the right side of the workspace providing formatted HTML profiles of highlighted sales reps, direct Edit and Print actions, and territory roster breakdowns.

3. Edit in Spreadsheet Batch Editor

Click the "Edit in Spreadsheet" button (Ctrl+E) to open the dedicated spreadsheet editor (SalesRepSpreadsheetForm). Quickly maintain DisplayName, SalesRepType (Sales Rep / Territory / Agency dropdown), SplitRate, and Enabled status across all sales reps simultaneously with transactional atomic saving.

4. Collapsible Live Statistics Panel

A collapsible dock panel (clpStatistics) anchored at the bottom of the Sales Rep workspace provides live operational intelligence:

• # of Unassigned Customers: Real-time count of customer accounts missing sales rep assignments.
• # of Unassigned Companies: Live count of CRM company records without an assigned sales rep.
• Total Growth %: Real-time calculation comparing YTD sales vs. LYTD sales across active reps (excluding \$0/\$0 entries).
• See All Territories: Asynchronously generated list of user accounts with unrestricted agency-wide visibility permissions.

5. Table Aggregates, Whole-Number Averages & Show Counts Toggle

• Column Averages & Aggregates: The aggregate footer row computes and displays clean whole-number averages for # Companies, # Prospects, # Opportunities, # Customers, # Orders, Lifetime Value, and Churn.
• Show Counts Menu Toggle: Use View > Show Counts (or right-click context menu) to toggle count columns on or off for optimized grid performance.

Sales Rep Account Reassignment & Merging

Resolving Duplicate Account Numbers

Prevent reporting skew by running the Duplicate Account Number Cleanup Wizard to consolidate duplicate account numbers assigned across different factory feeds.