You save salesperson information with Salesperson option under the Definitions menu of the Sales Management module.
You can define a salesperson record or modify the existing definitions by using the options in Salespersons browser, Attached Records menu, Info menu and right click menu options.
| New | Used to record salesperson information. | |
| Update | Used to modify salesperson information. | |
| Delete | Used to delete salesperson definitions one by one or in batches. | |
| View | Used to view record information. | |
| Copy | Used to copy definition information. | |
Change Status | Used to modify the status of the record. | ||
Transfer AR/AP Connections | Used to establish the connection between the salesperson and AR/AP record. | ||
| Attached Records | ||
|---|---|---|---|
Points of Sale | Used to record the points of sales covered by the salesperson. | ||
AR/AP Connections | Used to define AR/AP connections over the salesperson records. Apart from establishing the AR/AP and salesperson connection, AR/AP shipment addresses and salespersons' visiting period info is also entered. | ||
| Info | ||
Routes | Used to display the route info of the salespersons. | ||
Record Information | Displays the time and the user of the first registry and the last modification of the salesperson definition. | ||
Record History | Used to list recording history by some info such as user, company, date, etc. | ||
Refresh | Used to refresh the salespersons list. | ||
Preferences | |||
Line Colouring | Used to colour the lines of salespersons list according to the specified criteria. | ||
Back to Defaults | Used to return the window dimensions into the application default. | ||
Save Settings | Used to save salespersons list settings. | ||
Save General Settings | Used to save general settings. | ||
Number of Records | Lists the number of recorded salespersons. | ||
Reporting | |||
List Report | Used to report the records of salesperson list collectively. | ||
Grouped List Report | Used to list the salesperson records by grouping them according to column headings. | ||
Selection | |||
Select All | Used to select all records in salespersons list. | ||
Clear All Selections | Used to clear all selections. | ||
Toggle Selection | Used to toggle the selections in list. | ||
Table Characteristics | Used to record the columns to be displayed on the salesperson and their order. |
