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Add, update, or delete a salesperson

  • Updated
Add, update, or delete a salesperson

Each customer must have a salesperson assigned to it.

ClosedTo add a salesperson
  1. Go to File>Customer>Salesman.

  2. Click New,
  3. In the Salesman box, type a new code or reference number for the salesperson, and then press the Tab key.
  4. Required: In the Name box, type the name of the salesperson you are adding.
  5. ClosedYou can then optionally set the following:
    1. Type the Address, Initials, Phone, and Fax number.
    2. If you are using a commission matrix, then select the Parent Salesman for Commission Matrix The Parent Salesman For Commission Matrix allows you to assign commissions from a different salesperson to your current salesperson. If set, commission matrices will be used from the Parent Salesperson only. Any commission matrices set on the current salesperson will be ignored. This is useful if multiple salespeople have the same commission structure, because it enables you to set up and maintain a single Commission Matrix.from the list.
    3. If you do not want this salesman's information added to MobiOrder, then select the Exclude from MobiOrderExcludes the salesman from the MobiOrder app. check box.
    4. If you want to allow the sales order entry person to change this salesperson on orders, select the Override S/O Access Allows users to change this salesman when s/he is the default salesperson on an order. Typically, this is not allowed; however, it is useful for the "House" salesman account. For this House account, the person entering the sales order will be allowed to choose any other salesman. The person entering a sales order will not be allowed to change any other salesmen–only House. check box.
    5. If you want to make the salesperson on an order or quote the same as the Writer of that order, select the S/O & P/Q Writer as SalesmanMakes the Writer of the sales order or price quote the Salesperson of the order as well. Note that the Writer's initials, as set in the User Master, must be entered here in the Salesman Setup, so that the Sales Order can automatically select the correct salesperson. check box.
  6. If you have custom fields set up for Salespeople, click the Custom Fields tab and apply them.
  7. Click Save.
ClosedTo edit a salesperson
  1. Go to File>Customer>Salesman.
  2. In the Salesman box, type the code or reference number for the salesperson, and then press the Tab key.
  3. Click Edit,
  4. Make changes as described above, and then click Save.
ClosedTo delete a salesperson
  1. Go to File>Customer>Salesman.
  2. In the Salesman box, type the code or reference number for the salesperson, and then press the Tab key.
  3. Click Edit.
  4. If you are sure this salesperson has no orders or invoices, then click the Delete button.
  5. On the Confirmation message that appears, click OK.

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