Sales Person

Maintenance | Sales Person Aids | Customer

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
  1. Customer
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Customer Aids

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

Categories:

Modules
Maintenance	Maintenance | Sales Person | Customer
Sales	Sales Order
Job Aid Modules
Maintenance Aids	Sales Person Aids | Customer Aids
Sales Aids	Sales Order Aids