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Difference between revisions of "Sales Person"
(Tag: Visual edit) |
(Tag: Visual edit) |
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| − | + | == 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. | ||
| − | + | ===== Sales Person Record List ===== | |
[[File:Sales Person Record List.png|center|thumb|Sales Person Record List]] | [[File:Sales Person Record List.png|center|thumb|Sales Person Record List]] | ||
| − | + | ===== Adding Sales Person ===== | |
| − | |||
[[File:Adding Sales Person.png|center|thumb|870x870px|Adding Sales Person]] | [[File:Adding Sales Person.png|center|thumb|870x870px|Adding Sales Person]] | ||
{| class="wikitable" | {| class="wikitable" | ||
| Line 46: | Line 44: | ||
*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 ===== | |
[[File:Editing Sales Person.png|center|thumb|867x867px|Editing Sales Person]] | [[File:Editing Sales Person.png|center|thumb|867x867px|Editing Sales Person]] | ||
{| class="wikitable" | {| class="wikitable" | ||
| Line 77: | Line 75: | ||
|•Number | |•Number | ||
|} | |} | ||
| − | + | ||
| + | ===== Sales Person Option ===== | ||
[[File:Sales Person Option.png|center|thumb|Sales Person Option]] | [[File:Sales Person Option.png|center|thumb|Sales Person Option]] | ||
| − | + | ===== Sales Person Import Option ===== | |
| − | |||
[[File:Sales Person Import Option.png|center|thumb|Sales Person Import Option]] | [[File:Sales Person Import Option.png|center|thumb|Sales Person Import Option]] | ||
| − | + | ===== Sales Person Record Option ===== | |
| − | |||
[[File:Sales Person Record Option.png|center|thumb|Sales Person Record Option]] | [[File:Sales Person Record Option.png|center|thumb|Sales Person Record Option]] | ||
| − | + | ===== Sales Person Tag Customer ===== | |
| − | |||
[[File:Sales Person Tag Customer.png|center|thumb|Sales Person Tag Customer]] | [[File:Sales Person Tag Customer.png|center|thumb|Sales Person Tag Customer]] | ||
| Line 97: | Line 93: | ||
**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. | ||
| − | + | ===== Sales Person Import Customer ===== | |
| − | |||
[[File:Sales Person Import Customer.png|center|thumb|Sales Person Import Customer]] | [[File:Sales Person Import Customer.png|center|thumb|Sales Person Import Customer]] | ||
| − | + | ===== Sales Person Transfer Customer ===== | |
| − | |||
[[File:Sales Person Transfer Customer.png|center|thumb|Sales Person Transfer Customer]] | [[File:Sales Person Transfer Customer.png|center|thumb|Sales Person Transfer Customer]] | ||
| Line 110: | Line 104: | ||
**Sales Person to be transfer to must be "ACTIVE" to proceed. | **Sales Person to be transfer to must be "ACTIVE" to proceed. | ||
| − | + | ===== Sales Person View Record ===== | |
| − | |||
[[File:Sales Person View Record.png|center|thumb|Sales Person View Record]] | [[File:Sales Person View Record.png|center|thumb|Sales Person View Record]] | ||
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 13:35, 28 December 2020
Contents
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.