You save sales representative information with Sales Representatives option under the Definitions menu of the Sales Management module.
You can define a sales representative record or modify the existing definitions by using the options in Sales Representatives browser, Info menu and right click menu options.
| New | Used to record sales representative information. |
| Update | Used to modify sales representative information. |
| Delete | Used to delete sales representative 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. | |
| Info | |
|---|---|---|
Record Information | Displays the time and the user of the first registry and the last modification of the sales representative definition. | |
Record History | Used to list recording history by some info such as user, company, date, etc. | |
Refresh | Used to refresh the sales representatives list. | |
Preferences | ||
Line Colouring | Used to colour the lines of sales representatives list according to the specified criteria. | |
Back to Defaults | Used to return the window dimensions into the application default. | |
Save Settings | Used to save sales representative list settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Lists the number of recorded sales representatives. | |
Reporting | ||
List Report | Used to report the records of sales representatives list collectively. | |
Grouped List Report | Used to list the sales representative records by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in sales representatives list. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections in list. | |
Table Properties | Used to record the columns to be displayed on the Sales Representatives and their order. |
