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Difference between revisions of "Sales Person"
(Tag: Visual edit) |
(Tag: Visual edit) |
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Notes | Notes | ||
| − | * Sales Per Person Code is a Unique field in the module. You cannot edit this field once created. | + | *Sales Per Person Code is a Unique field in the module. You cannot edit this field once created. |
'''Editing Sales Person''' | '''Editing Sales Person''' | ||
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Notes: | Notes: | ||
| − | * <span style="color: rgb(51, 51, 51)">The Customer status should be "ACTIVE" when tagging it to the Sales Person.</span> | + | *<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. | + | **When using the customer on a transaction. The tagged Sales Person will be used as default. |
| Line 107: | Line 107: | ||
Notes: | Notes: | ||
| − | * 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. |
| Line 115: | Line 115: | ||
Notes | Notes | ||
| − | * The user is allowed to edit the details when viewing the record. | + | *The user is allowed to edit the details when viewing the record. |
Revision as of 14:41, 27 October 2020
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
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 Per Person Code is a Unique field in the module. You cannot edit this field once created.
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 |
Sales Person Option
File:Sales Person Option.png
Sales Person Option
Sales Person Import Option
File:Sales Person Import Option.png
Sales Person Import Option
Sales Person Record Option
File:Sales Person Record Option.png
Sales Person Record Option
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.
Sales Person Import Customer
File:Sales Person Import Customer.png
Sales Person Import Customer
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.
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.