Master Records > Salesperson > Set Up Salesperson Record

In the Information Page of the Salesperson Maintenance function, you can enter variety of basic information about the salesperson.

To enter values in this page , perform the following:

Provide values in the following fields:

oTitle

Enter the salesperson’s position or title.

oAddress/City/State/Zip/Country

Enter the salesperson’s address including the city, state, zip code and country.

oPhone

Enter the phone number where you can reach this salesperson.

oEmail

Enter in this field the salesperson's e-mail address.

oStatus

Select the status of the salesperson record, whether active or inactive. The default status is active.

oCreate Date

Accept or amend this record’s default create date which is the system date.

oRevenue Code

This field is active if you have selected in the SO/AR Module Setup function the option to track revenue by salesperson. You may enter the revenue code directly in this field or click the List box button to select a revenue code.

Note: In AccountMate, you can track revenue by inventory, customer and salesperson depending on your selection in the SO Module Setup or AR Module Setup function.

Information Page

Information Page

See Also