Salespersons option is located in the Main Records menu of the Sales and Distribution module. You can record two types of salespersons according to their job descriptions. The type of the salesperson is determined on the type field in the salespersons window. This field offers two options:
- Sales Representative
- Seller
Sales Representative: A sales representative is a salesperson who is responsible for customer relationship management. If the Sales&Distribution Proposal Management System module of the LOGO application is used, the salespersons are recorded using the Salespersons option. Sales representatives determine target customers, prepare customer-specific offers and turn these offers into orders and they are company independent.
Seller: These salespersons are hot sellers within a specific sales route. They are company dependent salespersons. The buttons on the salespersons list and the options on the right mouse button menu are used for defining the salesperson and for actions on available definitions.
The menu options and functions used in the Salespersons window are as follows:
| New | Used to define a new salesperson. |
| Update | Used to modify salesperson information. |
| Delete | Used to delete salesperson information. Only the records with passive status can be deleted. |
| View | Used to view the salesperson information without making changes. |
| Copy | Used to create a new record by copying the salesperson information. |
Multiple Delete | Used to delete the selected salespersons in batch. This option becomes active only when the cards with the Passive status are selected. | |
| Record Information | Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. |
Database Extensions | Used for user-defined forms. | |
| Sales Activities | Used to display the sales activities of the salesperson. | |
Seller - AR/AP Connection | Used to create AR/AP connection of the sellers. | |
| Sales Route | Used to record the route information for the salespersons. |
| Sales Targets | Used to record the sales targets for the salesperson. |
Number of Records | Displays the number of recorded salespersons by type and with total numbers. | |
Refresh | Used to refresh the salespersons list. | |
Back to Defaults | Used to display the active window with the standard dimensions defined in the application. | |
Create Shortcut | Used to create shortcuts of the records. | |
Send Shortcut | Used to send the created shortcuts to related users. |
