Sales Person - Revision history

Gelo at 04:01, 11 April 2022

2022-04-11T04:01:22Z

Gelo: 1010

2022-04-11T03:33:42Z

1010

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Gelo: Changed categories.

2022-04-07T03:36:00Z

Changed categories.

Gelo at 05:56, 24 March 2022

2022-03-24T05:56:06Z

Gelo at 04:40, 17 March 2022

2022-03-17T04:40:28Z

Gelo at 05:13, 4 February 2022

2022-02-04T05:13:49Z

Gelo at 07:54, 3 February 2022

2022-02-03T07:54:24Z

Gelo at 06:20, 3 February 2022

2022-02-03T06:20:52Z

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Gelo at 06:06, 17 December 2021

2021-12-17T06:06:43Z

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Gelo at 02:30, 5 May 2021

2021-05-05T02:30:14Z

@@ Line 187: / Line 187: @@
 *When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
-[[File:Maintenance - Sales Person - Export.png|border|center|1500x1500px]]
+[[File:Maintenance - Sales Person - Export.png|border|center|1500x1500px]]<br />
 {| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 !'''Field'''
@@ Line 199: / Line 204: @@
 |•Reference Code for Sales Person
 |*Alphanumeric
 <nowiki>*</nowiki>Dash "-"
@@ Line 256: / Line 260: @@
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 | style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
-|}<br />
+|}
 =====Sales Person Tag Customer=====

← Older revision		Revision as of 03:36, 7 April 2022
Line 321:		Line 321:
	\|[[Sales Order]]		\|[[Sales Order]]
	\|}		\|}
		+	[[Category:Maintenance]]

@@ Line 20: / Line 20: @@
 =====Adding Sales Person=====
-#Go to Maintenance then click [[Sales Person]]
+#Click [[Sales Person]] under Maintenance Menu
-#Click '''Add Sales Person''' Button
+#Under Sales Person Screen, Click Add Sales Person
-#Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''
+#Fill out the necessary fields then click Save. Note: Fields with * are require fields.
 [[File:Maintenance - Sales Person - Add.png|border|center|1500x1500px]]
@@ Line 65: / Line 65: @@
 =====Viewing Sales Person=====
-#Go to Maintenance then click [[Sales Person]]
+#Click [[Sales Person]] under Maintenance Menu
 #Select a Sales Person record that needs to view its details. Click the drop-down arrow then click View.
 #The user has an option to edit the Sales Person Record upon viewing it.
@@ Line 73: / Line 73: @@
 =====Editing Sales Person=====
-#Go to Maintenance then click [[Sales Person]]
+#Click [[Sales Person]] under Maintenance Menu
 #Click '''Add Sales Person''' Button
 #Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''
@@ Line 119: / Line 119: @@
 *When Importing the records, the user should follow the following steps provided in the Importing Sales Person Screen such as
 [[File:Maintenance - Sales Person - Import.png|border|center|1500x1500px]]
@@ Line 196: / Line 193: @@
 =====Sales Person Tag Customer=====
-#Go to Maintenance then click [[Sales Person]]
+#Click [[Sales Person]] under Maintenance Menu
-#Select the Sales Person that needs to Tag [[Customer]]. Click the Drop-down arrow then select '''Tag Customer'''
+#Select the Sales Person that needs to Tag [[Customer]]. Click the Drop-down arrow then select '''Tag Customers'''
-#Tick the Customer to tag then click '''Save''' to finish the tagging process
+#Under Tag Customers to Sales Person Template Screen, Tick the following Customers that need to the Sales Person then click Save
 [[File:Maintenance - Sales Person - Tag Customers.png|border|center|1625x1625px]]
@@ Line 212: / Line 209: @@
 =====Importing Customer in Sales Person=====
-#Go to Maintenance then click [[Sales Person]]
+#Click [[Sales Person]] under Maintenance Menu
-#Select the Sales Person that needs to Import [[Customer]]. Click the Drop-down arrow then select '''Import Customer'''
+#Select the Sales Person record that needs to tag multiple [[Customer|Customers]]. Click the Drop-down arrow then select '''Import Customers'''
-#Download the Template in the Link Provided.
+#Download the Template link provided under step 1
-#Fill out the Template
+#Fill up the information needed for each columns of the template
-#Attach the Template then click '''Import'''
+#Upload the update file then click Import
-[[File:Maintenance - Sales Person - Import Customers.png|border|center|1888x1888px]]
+[[File:Maintenance - Sales Person - Import Customers.png|border|center|1889x1889px]]
 <br />
 =====Transferring Customer in Sales Person=====
-#Go to Maintenance then click [[Sales Person]]
+#Click [[Sales Person]] under Maintenance Menu
-#Select the Sales Person that needs to Transfer a [[Customer]]. Click the Drop-down arrow then select '''Transfer Customer'''
+#Select a Sales Person that needs to Transfer [[Customer|Customers]] to another Sales Person. Click the Drop-down arrow then select '''Transfer Customers'''
-#Click the drop-down arrow under Transfer to then select a Customer, Click transfer to confirm the transfer process.
+#Under Transfer Customer Screen, Select a Sales person to transfer the customers from the current Sales Person then click Transfer.
 [[File:Maintenance - Sales Person - Transfer Customers.png|border|center|1500x1500px]]

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Maintenance]] | [[Sales Person Aids]] | [[Customer]]
+[[Maintenance]] | [[Customer]]
 </div><br />
 ==Sales Person==
@@ Line 63: / Line 63: @@
 *Sales Person Code is a Unique field in the module. You cannot edit this field once created.
 =====Editing Sales Person=====

@@ Line 115: / Line 115: @@
 **Uploading the updated Template
 <br />
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
@@ Line 190: / Line 191: @@
 #Select the Sales Person that needs to Tag [[Customer]]. Click the Drop-down arrow then select '''Tag Customer'''
 #Tick the Customer to tag then click '''Save''' to finish the tagging process
 Notes:
 *<span style="color: rgb(51, 51, 51)">The Customer status should be '''ACTIVE''' when tagging it to the Sales Person.</span>
 **When using the customer on a transaction. The tagged Sales Person will be used as default.
 **The status can be seen in [[Customer]] Maintenance Module.
@@ Line 205: / Line 210: @@
 #Attach the Template then click '''Import'''
 =====Transferring Customer in Sales Person=====
@@ Line 210: / Line 217: @@
 #Select the Sales Person that needs to Transfer a [[Customer]]. Click the Drop-down arrow then select '''Transfer Customer'''
 #Click the drop-down arrow under Transfer to then select a Customer, Click transfer to confirm the transfer process.
 Notes:

@@ Line 216: / Line 216: @@
 **Sales Person to be transfer to must be '''ACTIVE''' to proceed.<br />
-===== <span class="mw-headline" id="Activating_Brand_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Sales Person Record</span></span></span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Activating_Brand_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Sales Person Record</span></span></span></span></span></span></span></span>=====
 Sales Person can be Activated in two ways:
-* Using drop-down arrow of a record can be used in single record Activation
+*Using drop-down arrow of a record can be used in single record Activation
-* Using Activate Button for activating multiple record.
+[[File:Maintenance - Sales Person - Activate1.png|border|center|1500x1500px]]
-===== <span class="mw-headline" id="Deactivating_Brand_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Sales Person Record</span></span></span></span></span></span></span></span> =====
+*Using Activate Button for activating multiple record.
 Sales Person can be deactivated in two ways:
-* Using drop-down arrow of a record can be used in single record deactivation
+*Using drop-down arrow of a record can be used in single record deactivation
 [[File:Maintenance - Sales Person - Deactivate1.png|border|center|1500x1500px]]
 <br />
-* Using Deactivate Button for deactivating multiple record
+*Using Deactivate Button for deactivating multiple record
 [[File:Maintenance - Sales Person - Deactivate2.png|border|center|1500x1500px]]
 <br />
-===== <span class="mw-headline" id="Deleting_Brand_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Sales Person Record</span></span></span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Deleting_Brand_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Sales Person Record</span></span></span></span></span></span></span></span>=====
 Sales Person can be deleted in two ways:
-* Using drop-down arrow of a record can be used in single record deletion
+*Using drop-down arrow of a record can be used in single record deletion
 [[File:Maintenance - Sales Person - Delete1.png|border|center|1500x1500px]]
 <br />
-* Using Delete Button for deleting multiple record
+*Using Delete Button for deleting multiple record
 [[File:Maintenance - Sales Person - Delete2.png|border|center|1500x1500px]]

@@ Line 4: / Line 4: @@
 ==Sales Person==
 This maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions.
 =====Sales Person Record List=====