Enter Salesmen

Explanation

Use this activity to view, modify, or enter information about the salespeople in the company. This optional entry will allow you to gather and analyze sales statistics per salesperson.

Prerequisites

This activity has the following prerequisites:

• Basic information must have been entered in IFS/Enterprise, in the Person window. These records will be used when creating the salesperson entries.

System Effects

As a result of this activity:

• A salesperson is defined.
• The salesperson will be available from the List of Values in other windows, e.g., Customer and Customer Order.
• A default salesperson can be linked to each customer.
• Statistical reports can be generated to show sales activity per salesperson.
• If you select the Blocked for Use check box, the salesman will not be available for further use and will not appear in the List of Values.

Window

Sales Basic Data

Related Window Descriptions

Sales Basic Data
Sales Basic Data/Salesmen

Procedure

1. Open the Sales Basic Data window.
2. Click the Salesmen tab.
3. Populate the tab to see existing data
4. Select a line and select New to create a new record.
5. Enter the ID of the salesperson in the Salesman column. Use the List of Values to select from the available records entered in the Person record.
6. The name will automatically populate. The phone number will also populate if it has been entered in the Person/Address tab, with the communication method Phone selected, and the Method Default check box selected. You cannot manually enter the phone number in the Salesmen tab.
7. Optionally, select the Blocked for Use check box to block the salesman from further use.
8. Repeat steps 4-7, if desired, to add more salesperson records.
9. Save the record.