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Difference between revisions of "Sales Person"
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==Sales Person== | ==Sales Person== | ||
This maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions. | This maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions. | ||
| + | =====Requirements before using Sales Person===== | ||
| + | |||
| + | *The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Sales Person]] | ||
| + | *#[[Customer]] | ||
| + | *For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages: | ||
| + | *#[[Customer Aids]] | ||
=====Sales Person Record List===== | =====Sales Person Record List===== | ||
Revision as of 10:30, 5 May 2021
Contents
- 1 Sales Person
- 1.1 Requirements before using Sales Person
- 1.2 Sales Person Record List
- 1.3 Adding Sales Person
- 1.4 Editing Sales Person
- 1.5 Sales Person Option
- 1.6 Sales Person Import Option
- 1.7 Sales Person Record Option
- 1.8 Sales Person Tag Customer
- 1.9 Sales Person Import Customer
- 1.10 Sales Person Transfer Customer
- 1.11 Sales Person View Record
Sales Person
This maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions.
Requirements before using Sales Person
- The user should setup the following Maintenance Module in order to proceed on using the Sales Person
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
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 |