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Difference between revisions of "Sales Person"
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<div style="text-align: center;"> | <div style="text-align: center;"> | ||
| − | [[Maintenance]] | [[Sales Person]] | [[Customer]] | + | [[Maintenance]] | [[Sales Person Aids]] | [[Customer]] |
</div><br /> | </div><br /> | ||
==Sales Person== | ==Sales Person== | ||
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[[File:Sales Person Record List.png|center|thumb|Sales Person Record List]]Notes: | [[File:Sales Person Record List.png|center|thumb|Sales Person Record List]]Notes: | ||
| − | * Sales Person must be on '''ACTIVE''' status in order to use it on [[Sales Order]] module. | + | *Sales Person must be on '''ACTIVE''' status in order to use it on [[Sales Order]] module. |
| − | ** '''INACTIVE''' person can still be used on past [[Sales Order]] Transactions as long as it is tag prior to its deactivation. | + | **'''INACTIVE''' person can still be used on past [[Sales Order]] Transactions as long as it is tag prior to its deactivation. |
=====Adding Sales Person===== | =====Adding Sales Person===== | ||
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[[File:Sales Person Record Option.png|center|thumb|Sales Person Record Option]]Notes | [[File:Sales Person Record Option.png|center|thumb|Sales Person Record Option]]Notes | ||
| − | * Customer should be on '''ACTIVE''' status in order to use is on the Customer related functions namely: Tag Customer, Import Customers and Transfer Customers. | + | *Customer should be on '''ACTIVE''' status in order to use is on the Customer related functions namely: Tag Customer, Import Customers and Transfer Customers. |
| − | ** This can be seen in [[Customer]] Maintenance Module | + | **This can be seen in [[Customer]] Maintenance Module |
*For detailed instructions on how to View, Edit, Tag Customers, Import Customers, Transfer Customers, Activate/Deactivate and Delete a Sales Person Record. The user may visit the Sales Person Aids which can be found [[Sales Person Aids|here]] | *For detailed instructions on how to View, Edit, Tag Customers, Import Customers, Transfer Customers, Activate/Deactivate and Delete a Sales Person Record. The user may visit the Sales Person Aids which can be found [[Sales Person Aids|here]] | ||
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**When using the customer on a transaction. The tagged Sales Person will be used as default. | **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. | **The status can be seen in [[Customer]] Maintenance Module. | ||
| − | * For detailed instructions on how to tag A Customer in Sales Person Record. The user may visit the Sales Person Aids which can be found [[Sales Person Aids|here]] | + | *For detailed instructions on how to tag A Customer in Sales Person Record. The user may visit the Sales Person Aids which can be found [[Sales Person Aids|here]] |
=====Sales Person Import Customer===== | =====Sales Person Import Customer===== | ||
[[File:Sales Person Import Customer.png|center|thumb|Sales Person Import Customer]]Notes | [[File:Sales Person Import Customer.png|center|thumb|Sales Person Import Customer]]Notes | ||
| − | * For detailed instructions on how to Import a Customer Record. The user may visit the Sales Person Aids which can be found [[Customer Aids|here]]<br /> | + | *For detailed instructions on how to Import a Customer Record. The user may visit the Sales Person Aids which can be found [[Customer Aids|here]]<br /> |
=====Sales Person Transfer Customer===== | =====Sales Person Transfer Customer===== | ||
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*Sales Person must be Active in order to be transferred to another Sales Person | *Sales Person must be Active in order to be transferred to another Sales Person | ||
**Sales Person to be transfer to must be '''ACTIVE''' to proceed. | **Sales Person to be transfer to must be '''ACTIVE''' to proceed. | ||
| − | * For detailed instructions on how to Transfer A Customer to another Sales Person Record. The user may visit the Sales Person Aids which can be found [[Sales Person Aids|here]]<br /> | + | *For detailed instructions on how to Transfer A Customer to another Sales Person Record. The user may visit the Sales Person Aids which can be found [[Sales Person Aids|here]]<br /> |
=====Sales Person View Record===== | =====Sales Person View Record===== | ||
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*The user is allowed to edit the details when viewing the record. | *The user is allowed to edit the details when viewing the record. | ||
| − | * For detailed instructions on how to Import a Sales Person Record. The user may visit the Sales Person Aids which can be found [[Sales Person Aids|here]] | + | *For detailed instructions on how to Import a Sales Person Record. The user may visit the Sales Person Aids which can be found [[Sales Person Aids|here]] |
<br /> | <br /> | ||
Revision as of 13:43, 16 April 2021
Contents
Sales Person
This maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions.
Sales Person Record List
File:Sales Person Record List.png
Sales Person Record List
Notes:
- Sales Person must be on ACTIVE status in order to use it on Sales Order module.
- INACTIVE person can still be used on past Sales Order Transactions as long as it is tag prior to its deactivation.
Adding Sales Person
File:Adding Sales Person.png
Adding Sales Person
| Field | Description | Expected Values |
|---|---|---|
| 1.Sales Person Code | •Reference Code for Sales Person | •Alphanumeric |
| 2.First Name | •First Name of the Sales Person | •Alphanumeric |
| 3.Last Name | •Last Name of the Sales Person | •Alphanumeric |
| 4.Address | •Address of the Sales Person | •Alphanumeric |
| 5.Email | •Email Address of the Sales Person | •Alphanumeric |
| 6.TIN | •Tax Identification Number of the Sales Person | •Number |
| 7.Contact Number | •Contact Number of the Sales Person | •Number |
Notes
- Sales Person Code is a Unique field in the module. You cannot edit this field once created.
- For detailed instructions on how to create a Sales Person Code. The user may visit the Sales Person Aids which can be found here
Editing Sales Person
File:Editing Sales Person.png
Editing Sales Person
| Field | Description | Expected Values |
|---|---|---|
| 1.First Name | •First Name of the Sales Person | •Alphanumeric |
| 2.Last Name | •Last Name of the Sales Person | •Alphanumeric |
| 3.Address | •Address of the Sales Person | •Alphanumeric |
| 4.Email | •Email Address of the Sales Person | •Alphanumeric |
| 5.TIN | •Tax Identification Number of the Sales Person | •Number |
| 8.Contact Number | •Contact Number of the Sales Person | •Number |
Notes
- For detailed instructions on how to edit a Sales Person Code. The user may visit the Sales Person Aids which can be found here
Sales Person Option
File:Sales Person Option.png
Sales Person Option
Notes
- For detailed instructions on how to Export and Import a Sales Person Record. The user may visit the Sales Person Aids which can be found here
Sales Person Import Option
File:Sales Person Import Option.png
Sales Person Import Option
Notes
- For detailed instructions on how to Import a Sales Person Record. The user may visit the Sales Person Aids which can be found here
Sales Person Record Option
File:Sales Person Record Option.png
Sales Person Record Option
Notes
- Customer should be on ACTIVE status in order to use is on the Customer related functions namely: Tag Customer, Import Customers and Transfer Customers.
- This can be seen in Customer Maintenance Module
- For detailed instructions on how to View, Edit, Tag Customers, Import Customers, Transfer Customers, Activate/Deactivate and Delete a Sales Person Record. The user may visit the Sales Person Aids which can be found here
Sales Person Tag Customer
File:Sales Person Tag Customer.png
Sales Person Tag Customer
Notes:
- The Customer status should be ACTIVE when tagging it to the Sales Person.
- 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.
- For detailed instructions on how to tag A Customer in Sales Person Record. The user may visit the Sales Person Aids which can be found here
Sales Person Import Customer
File:Sales Person Import Customer.png
Sales Person Import Customer
Notes
- For detailed instructions on how to Import a Customer Record. The user may visit the Sales Person Aids which can be found here
Sales Person Transfer Customer
File:Sales Person Transfer Customer.png
Sales Person Transfer Customer
Notes:
- Sales Person must be Active in order to be transferred to another Sales Person
- Sales Person to be transfer to must be ACTIVE to proceed.
- For detailed instructions on how to Transfer A Customer to another Sales Person Record. The user may visit the Sales Person Aids which can be found here
Sales Person View Record
File:Sales Person View Record.png
Sales Person View Record
Notes
- The user is allowed to edit the details when viewing the record.
- For detailed instructions on how to Import a Sales Person Record. The user may visit the Sales Person Aids which can be found here
| Modules | |
|---|---|
| Maintenance | Maintenance | Sales Person | Customer |
| Sales | Sales Order |
| Job Aid Modules | |
| Maintenance Aids | Sales Person Aids | Customer Aids |
| Sales Aids | Sales Order Aids |