Customer Rep Dimension

Modified on Mon, 27 Jul at 11:32 PM

Customer Rep Summary

The QQube Customer Rep Dimension identifies the sales representative assigned to each customer and expands the QuickBooks sales rep initials with information from the linked name record.

Dimension Type

QuickBooks list dimension with QQube enhancements

Customer Rep Represents

The sales representative assigned to a customer

QuickBooks Sources

Sales Rep List and linked name record

Model Relationship

Linked to the Customer Dimension

Included Data Models

Customers: Sales, Open Sales Orders, Accounts Receivable

Operations: Purchases, Open Purchase Orders, Accounts Payable, Inventory, Job Cost Details, Time Tracking, Vehicle Mileage, Payroll

Finance: General Ledger Detail, Profit and Loss Detail, Cash Position

Auditing: Audit Trail

QuickBooks Source

The Customer Rep Dimension begins with the Sales Rep List in QuickBooks. QQube then adds available information from the Customer, Vendor, Employee, or Other Name record associated with the sales rep.

Customer
Vendor
Employee
Other Name

Because the dimension is linked to the Customer Dimension, it can group or filter results by the representative assigned to the customer even when the transaction does not contain a Sales Rep field.

Source Example

QuickBooks sales representative source for the Customer Rep Dimension

Customer Rep versus Sales Rep

Use the Customer Rep Dimension when analyzing the representative assigned to the customer. Use the Sales Rep Dimension when analyzing the sales rep recorded directly on a transaction.

Available Fields

Display Order	Field Name
1	Customer Rep 1099 Number
2	Customer Rep Account Number
3	Customer Rep Active
4	Customer Rep Address City
5	Customer Rep Address Country
6	Customer Rep Address Line 1
7	Customer Rep Address Line 2
8	Customer Rep Address Line 3
9	Customer Rep Address line 4
10	Customer Rep Address Line 5
11	Customer Rep Address Note
12	Customer Rep Address Postal Code
13	Customer Rep Address State
14	Customer Rep Alt Contact Name
15	Customer Rep Alt Phone
16	Customer Rep Company
17	Customer Rep Contact Name
18	Customer Rep Custom Field 01
19	Customer Rep Custom Field 02
20	Customer Rep Custom Field 03
21	Customer Rep Custom Field 04
22	Customer Rep Custom Field 05
23	Customer Rep Custom Field 06
24	Customer Rep Custom Field 07
25	Customer Rep Custom Field 08
26	Customer Rep Custom Field 09
27	Customer Rep Custom Field 10
28	Customer Rep Custom Field 11
29	Customer Rep Custom Field 12
30	Customer Rep Email
31	Customer Rep Entity Name Active
32	Customer Rep Fax
33	Customer Rep First Name
34	Customer Rep Initial
35	Customer Rep Last Name
36	Customer Rep Middle Name
37	Customer Rep Name
38	Customer Rep Name On Check
39	Customer Rep Name Type
40	Customer Rep Notes
41	Customer Rep Primary Phone
42	Customer Rep Salutation
43	Customer Rep Terms
44	Customer Rep Type
45	Customer Rep Requires 1099