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Difference between revisions of "Sales Person"

(Tag: 2017 source edit)
 
(8 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Maintenance]] | [[Sales Person Aids]] | [[Customer]]
+
[[Maintenance]] | [[Customer]]
 
</div><br />
 
</div><br />
 
==Sales Person==
 
==Sales Person==
Line 8: Line 8:
 
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Sales Person]]
 
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Sales Person]]
 
*#[[Customer]]
 
*#[[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=====
−
[[File:Sales Person Record List.png|center|thumb|Sales Person Record List]]Notes:
+
[[File:Maintenance - Sales Person - Record List.png|border|center|1500x1500px]]
 +
 
 +
 
 +
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.
Line 18: Line 19:
  
 
=====Adding Sales Person=====
 
=====Adding Sales Person=====
−
[[File:Adding Sales Person.png|center|thumb|870x870px|Adding Sales Person]]
+
 
−
{| class="wikitable"
+
#Click [[Sales Person]] under Maintenance Menu
−
!Field
+
#Under Sales Person Screen, Click Add Sales Person
−
!Description
+
#Fill out the necessary fields then click Save. Note: Fields with * are require fields.
−
!Expected Values
+
 
 +
[[File:Maintenance - Sales Person - Add.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|1.Sales Person Code
 
|1.Sales Person Code
 
|•Reference Code for Sales Person
 
|•Reference Code for Sales Person
−
|•Alphanumeric
+
|*Alphanumeric
 +
 
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters
 +
| style="vertical-align:middle;text-align:center;" |10
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.First Name
 
|2.First Name
 
|•First Name of the Sales Person
 
|•First Name of the Sales Person
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>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)
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |50
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|3.Last Name
 
|3.Last Name
 
|•Last Name of the Sales Person
 
|•Last Name of the Sales Person
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>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)
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |50
 +
| style="vertical-align:middle;text-align:center;" |No<br />
 
|-
 
|-
 
|4.Address
 
|4.Address
 
|•Address of the Sales Person
 
|•Address of the Sales Person
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>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)
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |105
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|5.Email
 
|5.Email
 
|•Email Address of the Sales Person
 
|•Email Address of the Sales Person
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
 
 +
<nowiki>*</nowiki>Must follow the format ___@__.__
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |150
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|6.TIN
 
|6.TIN
 
|•Tax Identification Number of the Sales Person
 
|•Tax Identification Number of the Sales Person
−
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |12
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|7.Contact Number
 
|7.Contact Number
 
|•Contact Number of the Sales Person
 
|•Contact Number of the Sales Person
−
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |50
 +
| style="vertical-align:middle;text-align:center;" |No
 
|}
 
|}
 
Notes
 
Notes
  
 
*Sales Person Code is a Unique field in the module. You cannot edit this field once created.
 
*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 [[Sales Person Aids|here]]
 
  
 +
=====Viewing Sales Person=====
 +
 +
#Click [[Sales Person]] under Maintenance Menu
 +
#Select a Sales Person record that needs to view its details. Click the drop-down arrow then click View.
 +
#The user has an option to edit the Sales Person Record upon viewing it.
 +
 +
[[File:Maintenance - Sales Person - View.png|border|center|1500x1500px]]
 +
<br />
 
=====Editing Sales Person=====
 
=====Editing Sales Person=====
−
[[File:Editing Sales Person.png|center|thumb|867x867px|Editing Sales Person]]
+
 
−
{| class="wikitable"
+
#Click [[Sales Person]] under Maintenance Menu
−
!Field
+
#Click '''Add Sales Person''' Button
−
!Description
+
#Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''
−
!Expected Values
+
 
 +
[[File:Maintenance - Sales Person - Edit.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
−
|1.First Name
+
|1.Sales Person Code
 +
|•Reference Code for Sales Person
 +
|None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|2.First Name
 
|•First Name of the Sales Person
 
|•First Name of the Sales Person
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>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)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
−
|2.Last Name
+
|3.Last Name
 
|•Last Name of the Sales Person
 
|•Last Name of the Sales Person
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>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)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
−
|3.Address
+
|4.Address
 
|•Address of the Sales Person
 
|•Address of the Sales Person
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>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)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |105
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
−
|4.Email
+
|5.Email
 
|•Email Address of the Sales Person
 
|•Email Address of the Sales Person
−
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
 
 +
<nowiki>*</nowiki>Must follow the format ___@__.__
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |150
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
−
|5.TIN
+
|6.TIN
 
|•Tax Identification Number of the Sales Person
 
|•Tax Identification Number of the Sales Person
−
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |12
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
−
|8.Contact Number
+
|7.Contact Number
 
|•Contact Number of the Sales Person
 
|•Contact Number of the Sales Person
−
|•Number
+
|*Numeric
−
|}Notes
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|}<br />
 +
=====Importing and Exporting Sales Person=====
 +
1. Under Sales Person, Click Options
  
−
*For detailed instructions on how to edit a Sales Person Code. The user may visit the Sales Person Aids which can be found [[Sales Person Aids|here]]
+
2. Under Options, The user may Export or Import The Record
  
−
=====Sales Person Option=====
+
*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
−
[[File:Sales Person Option.png|center|thumb|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 [[Sales Person Aids|here]]
+
[[File:Maintenance - Sales Person - Export.png|border|center|1500x1500px]]<br />
  
−
=====Sales Person Import Option=====
+
*When Importing the records, the user should follow the following steps provided in the Importing Sales Person Screen such as
−
[[File:Sales Person Import Option.png|center|thumb|Sales Person Import Option]]Notes
+
 
 +
[[File:Maintenance - Sales Person - Import.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 +
|-
 +
|1.Sales Person Code
 +
|•Reference Code for Sales Person
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |10
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|2.First Name
 +
|•First Name of the Sales Person
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>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)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|3.Last Name
 +
|•Last Name of the Sales Person
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>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)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|4.Address
 +
|•Address of the Sales Person
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>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)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |105
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|5.Email
 +
|•Email Address of the Sales Person
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
  
−
*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]]
+
<nowiki>*</nowiki>Underscore "_"
  
−
=====Sales Person Record Option=====
+
<nowiki>*</nowiki>Must follow the format ___@__.__
−
[[File:Sales Person Record Option.png|center|thumb|Sales Person Record Option]]Notes
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |150
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|6.TIN
 +
|•Tax Identification Number of the Sales Person
 +
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |12
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|7.Contact Number
 +
|•Contact Number of the Sales Person
 +
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|}
 +
=====Sales Person Tag Customer=====
  
−
*Customer should be on '''ACTIVE''' status in order to use is on the Customer related functions namely: Tag Customer, Import Customers and Transfer Customers.
+
#Click [[Sales Person]] under Maintenance Menu
−
**This can be seen in [[Customer]] Maintenance Module
+
#Select the Sales Person that needs to Tag [[Customer]]. Click the Drop-down arrow then select '''Tag Customers'''
 +
#Under Tag Customers to Sales Person Template Screen, Tick the following Customers that need to the Sales Person then click Save
  
−
*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]]
+
[[File:Maintenance - Sales Person - Tag Customers.png|border|center|1625x1625px]]
  
−
=====Sales Person Tag Customer=====
 
−
[[File:Sales Person Tag Customer.png|center|thumb|Sales Person Tag Customer]]
 
  
 
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>
 +
**Clicking the Tag Customer under Tag Customer Sales Person Template will allow the user to tag multiple user using the import function of the system.
 
**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]]
 
  
−
=====Sales Person Import Customer=====
+
=====Importing Customer in Sales Person=====
−
[[File:Sales Person Import Customer.png|center|thumb|Sales Person Import Customer]]Notes
+
 
 +
#Click [[Sales Person]] under Maintenance Menu
 +
#Select the Sales Person record that needs to tag multiple [[Customer|Customers]]. Click the Drop-down arrow then select '''Import Customers'''
 +
#Download the Template link provided under step 1
 +
#Fill up the information needed for each columns of the template
 +
#Upload the update file then click Import
 +
 
 +
[[File:Maintenance - Sales Person - Import Customers.png|border|center|1889x1889px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 +
|-
 +
|1.Customer Code
 +
|•Reference Code for Customer
 +
|*Customer Code under Customer Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any Inputs not mentioned in the allowed inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|}
 +
=====Transferring Customer in Sales Person=====
 +
 
 +
#Click [[Sales Person]] under Maintenance Menu
 +
#Select a Sales Person that needs to Transfer [[Customer|Customers]] to another Sales Person. Click the Drop-down arrow then select '''Transfer Customers'''
 +
#Under Transfer Customer Screen, Select a Sales person to transfer the customers from the current Sales Person then click Transfer.
  
−
*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 />
+
[[File:Maintenance - Sales Person - Transfer Customers.png|border|center|1500x1500px]]
  
−
=====Sales Person Transfer Customer=====
 
−
[[File:Sales Person Transfer Customer.png|center|thumb|Sales Person Transfer Customer]]
 
  
 
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.<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 />
+
 
 +
=====<span class="mw-headline" id="Activating_Brand_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Sales Person Record</span></span></span></span></span></span></span></span>=====
 +
Sales Person can be Activated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record Activation
 +
 
 +
[[File:Maintenance - Sales Person - Activate1.png|border|center|1500x1500px]]
 +
 
 +
*Using Activate Button for activating multiple record.
 +
 
 +
[[File:Maintenance - Sales Person - Activate2.png|border|center|1500x1500px]]
 +
<br />
 +
=====<span class="mw-headline" id="Deactivating_Brand_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Sales Person Record</span></span></span></span></span></span></span></span>=====
 +
Sales Person can be deactivated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deactivation
 +
 
 +
[[File:Maintenance - Sales Person - Deactivate1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Deactivate Button for deactivating multiple record
 +
 
 +
[[File:Maintenance - Sales Person - Deactivate2.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
=====<span class="mw-headline" id="Deleting_Brand_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Sales Person Record</span></span></span></span></span></span></span></span>=====
 +
Sales Person can be deleted in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deletion
 +
 
 +
[[File:Maintenance - Sales Person - Delete1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Delete Button for deleting multiple record
  
−
=====Sales Person View Record=====
+
[[File:Maintenance - Sales Person - Delete2.png|border|center|1500x1500px]]
−
[[File:Sales Person View Record.png|center|thumb|Sales Person View Record]]
+
<br />
 +
=====Sales Person Record Option=====
 +
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: \&quot;Open Sans\&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;}"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;&quot;}" |Actions Available base on Sales Person Record Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |View
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Edit
 +
!Tag Customers
 +
!Import Customers
 +
!Transfer Customers
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Deactivate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Activate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Delete
 +
|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
 +
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |'''ACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
 +
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |'''INACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
 +
|}
 
Notes
 
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.
 
*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.
  
−
*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]]
+
{| class="wikitable" style="margin: auto;"
−
 
 
−
<br />
 
−
{| class="wikitable"
 
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
Line 151: Line 405:
 
|Sales
 
|Sales
 
|[[Sales Order]]
 
|[[Sales Order]]
−
|-
 
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
−
|-
 
−
|Maintenance Aids
 
−
|[[Sales Person Aids]]<nowiki> | </nowiki>[[Customer Aids]]
 
−
|-
 
−
|Sales Aids
 
−
|[[Sales Order Aids]]
 
 
|}
 
|}
 +
[[Category:Maintenance]]

Latest revision as of 12:01, 11 April 2022


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
Sales Person Record List
Maintenance - Sales Person - Record List.png


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. Click Sales Person under Maintenance Menu
  2. Under Sales Person Screen, Click Add Sales Person
  3. Fill out the necessary fields then click Save. Note: Fields with * are require fields.
Maintenance - Sales Person - Add.png


Field Description Allowed Inputs Input Restrictions Character Limit Required Field?
1.Sales Person Code •Reference Code for Sales Person *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters 10 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)

Other Special Characters not mentioned 50 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)

Other Special Characters not mentioned 50 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)

Other Special Characters not mentioned 105 Yes
5.Email •Email Address of the Sales Person *Alphanumeric

*Dash "-"

*Underscore "_"

*Must follow the format ___@__.__

Other Special Characters not mentioned 150 No
6.TIN •Tax Identification Number of the Sales Person *Numeric Any inputs except numbers 12 No
7.Contact Number •Contact Number of the Sales Person *Numeric Any inputs except numbers 50 No

Notes

  • Sales Person Code is a Unique field in the module. You cannot edit this field once created.
Viewing Sales Person
  1. Click Sales Person under Maintenance Menu
  2. Select a Sales Person record that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to edit the Sales Person Record upon viewing it.
Maintenance - Sales Person - View.png


Editing Sales Person
  1. Click Sales Person under Maintenance Menu
  2. Click Add Sales Person Button
  3. Fill up the necessary fields. Please make sure that all tabs are filled out then click Save.
Maintenance - Sales Person - Edit.png


Field Description Allowed Inputs Input Restrictions Character Limit Required Field?
1.Sales Person Code •Reference Code for Sales Person None None N/A 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)

Other Special Characters not mentioned 50 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)

Other Special Characters not mentioned 50 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)

Other Special Characters not mentioned 105 Yes
5.Email •Email Address of the Sales Person *Alphanumeric

*Dash "-"

*Underscore "_"

*Must follow the format ___@__.__

Other Special Characters not mentioned 150 No
6.TIN •Tax Identification Number of the Sales Person *Numeric Any inputs except numbers 12 No
7.Contact Number •Contact Number of the Sales Person *Numeric Any inputs except numbers 50 No


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.
Maintenance - Sales Person - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing Sales Person Screen such as
Maintenance - Sales Person - Import.png


Field Description Allowed Inputs Input Restrictions Character Limit Required Field?
1.Sales Person Code •Reference Code for Sales Person *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters 10 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)

Other Special Characters not mentioned 50 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)

Other Special Characters not mentioned 50 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)

Other Special Characters not mentioned 105 Yes
5.Email •Email Address of the Sales Person *Alphanumeric

*Dash "-"

*Underscore "_"

*Must follow the format ___@__.__

Other Special Characters not mentioned 150 No
6.TIN •Tax Identification Number of the Sales Person *Numeric Any inputs except numbers 12 No
7.Contact Number •Contact Number of the Sales Person *Numeric Any inputs except numbers 50 No
Sales Person Tag Customer
  1. Click Sales Person under Maintenance Menu
  2. Select the Sales Person that needs to Tag Customer. Click the Drop-down arrow then select Tag Customers
  3. Under Tag Customers to Sales Person Template Screen, Tick the following Customers that need to the Sales Person then click Save
Maintenance - Sales Person - Tag Customers.png


Notes:

  • The Customer status should be ACTIVE when tagging it to the Sales Person.
    • Clicking the Tag Customer under Tag Customer Sales Person Template will allow the user to tag multiple user using the import function of the system.
    • 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. Click Sales Person under Maintenance Menu
  2. Select the Sales Person record that needs to tag multiple Customers. Click the Drop-down arrow then select Import Customers
  3. Download the Template link provided under step 1
  4. Fill up the information needed for each columns of the template
  5. Upload the update file then click Import
Maintenance - Sales Person - Import Customers.png


Field Description Allowed Inputs Input Restrictions Character Limit Required Field?
1.Customer Code •Reference Code for Customer *Customer Code under Customer Maintenance Module Any Inputs not mentioned in the allowed inputs N/A Yes
Transferring Customer in Sales Person
  1. Click Sales Person under Maintenance Menu
  2. Select a Sales Person that needs to Transfer Customers to another Sales Person. Click the Drop-down arrow then select Transfer Customers
  3. Under Transfer Customer Screen, Select a Sales person to transfer the customers from the current Sales Person then click Transfer.
Maintenance - Sales Person - Transfer Customers.png


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.
Activating Sales Person Record

Sales Person can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - Sales Person - Activate1.png
  • Using Activate Button for activating multiple record.
Maintenance - Sales Person - Activate2.png


Deactivating Sales Person Record

Sales Person can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - Sales Person - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - Sales Person - Deactivate2.png


Deleting Sales Person Record

Sales Person can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - Sales Person - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Sales Person - Delete2.png


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.
Categories:
Modules
Maintenance Maintenance | Sales Person | Customer
Sales Sales Order
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