Sales Rep Dimension

Modified on Mon, 27 Jul at 11:57 PM

Sales Rep Summary

The QQube Sales Rep Dimension identifies the sales representative recorded on a transaction and expands the QuickBooks sales rep initials with information from the linked name record.

Dimension Type

QuickBooks list dimension with QQube enhancements

Sales Rep Represents

The sales representative recorded on a transaction

QuickBooks Sources

Sales Rep List and linked name record

Model Relationship

Linked to transaction sales rep information

Included Data Models

Customers: Sales, Open Sales Orders, Accounts Receivable

Operations: Purchases, Accounts Payable, Inventory, Job Cost Details

Finance: Cash Position

QuickBooks Source

The Sales 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

This dimension uses the sales rep recorded directly on a transaction.

Source Example

QuickBooks sales representative source for the Sales Rep Dimension

Related Representative Dimensions

Use the Sales Rep Dimension for the representative recorded directly on a transaction. Use Customer Rep for the representative assigned to a customer, or Job Rep for the representative assigned to a job.

Available Fields

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