Transfer

If your firm desires to transfer a salesperson from one area to another, this can be accomplished by making the appropriate entries under Salespeople–Transfer on the decision form. To transfer salespeople, you should enter a negative number for the area from which the salespeople are leaving, indicating the number of salespeople you are moving out of the area.  This must be balanced by one or more positive numbers in the area(s) to which the salespeople are moving.

Your positive moves into some areas may not exceed the total value of negative moves out of other areas.  To do so would indicate an increase in the size of your sales force, and an increase only may be accomplished by hiring new salespeople and training them (See Salespeople--Hire).  If your negative values total more than your positive values, the additional salespeople will be fired (see Salespeople--Discharge).

In order to limit the entries in this field to transferring salespeople (and not firing them), all individuals who move out must have a place to move to, and all individuals who move in must have come from another market area.  You may transfer salespeople from several areas at the same time.  However, you may not transfer salespeople in and out of the same area in one quarter.  They must either go into an area or out of an area.  Not both.  Remember, the sum of the negative (people moving out) and the positive (people moving in) numbers must equal zero.  If the value of negative entries exceeds the value of positive entries, the extra negative values will result in discharging that number of salespeople.

Transfers take place immediately. A transferred salesperson, however, may not be very effective until he or she has moved and settled into a new market area. The salesperson will, however, continue to draw a salary.  In addiction, the salesperson will be provided with a moving allowance paid by the subsidiary in the area from which the individual moves.

Make sure you leave at least one sales person in each area unless you want to close a sales office.  The sales office in an area will be closed if there are no sales people remaining in the area (see Sales Office--Closing sales office).

Maximum:  to be transferred out:  number of active salespeople

Subject to:  the sum of positive numbers may not exceed the sum of negative numbers

Limits:  -99 to 99