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

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

1. Go to Maintenance then click Sales Person
2. Click Add Sales Person Button
3. Fill up the necessary fields. Please make sure that all tabs are filled out then click Save.

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.

Editing Sales Person

1. Go to Maintenance then click Sales Person
2. Click Add Sales Person Button
3. Fill up the necessary fields. Please make sure that all tabs are filled out then click Save.

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

Importing and Exporting Sales Person

1. Under Sales Person, Click Options

2. Under Options, The user may Export or Import The Record

• When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
• When Importing the records, the user should follow the following steps provided in the Importing Sales Person Screen such as
  • Downloading the template link provided under Step 1.
  • Filling up the information needed for each columns of the template
  • Uploading the updated Template

Chart of Account Import Details

Field	Description	Allowed Inputs	Input Restrictions	Required Field?
1.Sales Person Code	Reference Code for Sales Person	*Alphanumeric *Dash "-" *Underscore "_"	*Up to 20 characters *Other Special Characters	Yes
2.First Name	First Name of the Sales Person	*Alphanumeric *Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)	*Up to 50 characters *Other Special Characters not mentioned	No
3.Last Name	Last Name of the Sales Person	*Alphanumeric *Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)	*Up to 50 characters *Other Special Characters not mentioned	No
4.Address	Address of the Sales Person	*Alphanumeric *Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)	*Up to 105 characters *Other Special Characters not mentioned	Yes
5.Email	Email Address of the Sales Person	*Alphanumeric *Dash "-" *Underscore "_" *Must follow the format ___@__.__	*Up to 150 characters *Any Special Characters except Dash and Underscore	No
6.TIN	Tax Identification Number of the Sales Person	*Numeric	*Up to 12 characters *Any inputs except numbers	No
7.Contact Number	Contact Number of the Sales Person	Numeric	*Up to 11 characters *Any inputs except numbers	No

Sales Person Tag Customer

1. Go to Maintenance then click Sales Person
2. Select the Sales Person that needs to Tag Customer. Click the Drop-down arrow then select Tag Customer
3. Tick the Customer to tag then click Save to finish the tagging process

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.

Importing Customer in Sales Person

1. Go to Maintenance then click Sales Person
2. Select the Sales Person that needs to Import Customer. Click the Drop-down arrow then select Import Customer
3. Download the Template in the Link Provided.
4. Fill out the Template
5. Attach the Template then click Import

Transferring Customer in Sales Person

1. Go to Maintenance then click Sales Person
2. Select the Sales Person that needs to Transfer a Customer. Click the Drop-down arrow then select Transfer Customer
3. Click the drop-down arrow under Transfer to then select a Customer, Click transfer to confirm the transfer process.

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.
    

Sales Person Record Option

Actions Available base on Sales Person Record Status

Status	View	Edit	Tag Customers	Import Customers	Transfer Customers	Deactivate	Activate	Delete
ACTIVE	☑	☑	☑	☑	☑	☑		☑
INACTIVE	☑	☑	☑	☑	☑		☑	☑

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

• The user is allowed to edit the details when viewing the record.
• Activating/Deactivating and Deleting of Records can be done in two ways.
  • For single records, the user may use the drop down arrow then the action that need to perform.
  • For multiple records, the user may tick the records then click the action button that need to perform
    • Click the Yes in the confirmation to proceed on the action taken.