Discussion

Difference between revisions of "Sales Person"

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== Sales Person ==
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<div style="text-align: center;">
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[[Maintenance]] | [[Sales Person]] | [[Customer]]
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</div><br />
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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.
  
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===== Sales Person Record List =====
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=====Sales Person Record List=====
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[[File:Sales Person Record List.png|center|thumb|Sales Person Record List]]
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[[File:Sales Person Record List.png|center|thumb|Sales Person Record List]]Notes:
  
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===== Adding Sales Person =====
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* Sales Person must be on '''ACTIVE''' status in order to use it on [[Sales Order]] module.
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** '''INACTIVE''' person can still be used on past [[Sales Order]] Transactions as long as it is tag prior to its deactivation.
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=====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"
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Notes
 
Notes
  
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*Sales Per Person Code is a Unique field in the module. You cannot edit this field once created.
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*Sales Person Code is a Unique field in the module. You cannot edit this field once created.
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*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]]
  
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===== Editing Sales Person =====
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=====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"
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|•Contact Number of the Sales Person
 
|•Contact Number of the Sales Person
 
|•Number
 
|•Number
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|}
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|}Notes
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*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]]
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=====Sales Person Option=====
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[[File:Sales Person Option.png|center|thumb|Sales Person Option]]Notes
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*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]]
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=====Sales Person Import Option=====
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[[File:Sales Person Import Option.png|center|thumb|Sales Person Import Option]]Notes
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*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]]
  
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===== Sales Person Option =====
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=====Sales Person Record Option=====
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[[File:Sales Person Option.png|center|thumb|Sales Person Option]]
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[[File:Sales Person Record Option.png|center|thumb|Sales Person Record Option]]Notes
  
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=====  Sales Person Import Option =====
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* Customer should be on '''ACTIVE''' status in order to use is on the Customer related functions namely: Tag Customer, Import Customers and Transfer Customers.
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[[File:Sales Person Import Option.png|center|thumb|Sales Person Import Option]]
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** This can be seen in [[Customer]] Maintenance Module
  
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=====  Sales Person Record Option =====
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*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]]
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[[File:Sales Person Record Option.png|center|thumb|Sales Person Record Option]]
 
  
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===== Sales Person Tag Customer =====
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=====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]]
  
 
Notes:
 
Notes:
  
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*<span style="color: rgb(51, 51, 51)">The Customer status should be "ACTIVE" when tagging it to the Sales Person.</span>
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*<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.
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**The status can be seen in [[Customer]] Maintenance Module.
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* 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]]
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 +
=====Sales Person Import Customer=====
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[[File:Sales Person Import Customer.png|center|thumb|Sales Person Import Customer]]Notes
  
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=====  Sales Person Import Customer =====
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* 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 />
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[[File:Sales Person Import Customer.png|center|thumb|Sales Person Import Customer]]
 
  
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===== Sales Person Transfer Customer =====
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=====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]]
  
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*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
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**Sales Person to be transfer to must be "ACTIVE" to proceed.
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**Sales Person to be transfer to must be '''ACTIVE''' to proceed.
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* 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 />
  
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===== Sales Person View Record =====
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=====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.
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 +
* 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]]
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<br />
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Sales Person]]<nowiki> | </nowiki>[[Customer]]
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|-
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|Sales
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|[[Sales Order]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Maintenance Aids
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|[[Sales Person Aids]]<nowiki> | </nowiki>[[Customer Aids]]
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|-
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|Sales Aids
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|[[Sales Order Aids]]
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|}

Revision as of 10:14, 28 January 2021


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

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
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