Sales Person

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.