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Sales Person

Revision as of 14:41, 27 October 2020 by Gelo (talk | contribs)

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.