Master Records > Salesperson > Set Up Salesperson Record

The Salesperson Maintenance function allows you to set up records for sales staff members. A salesperson record can be used in the Sales Order and/or Accounts Receivable modules.

To set up a salesperson record, perform the following steps:

1.Access the Salesperson Maintenance function from the Customer group in the Maintenance menu. You can also access the Salesperson Maintenance function by clicking the underlined Salesperson # or Slpn # field label in any applicable functions.

Note: If the Salesperson Maintenance function is accessed for the very first time and there are no existing salesperson code records, the Information page is automatically displayed; otherwise, the Search screen is displayed by default.

2.Enter in the Salesperson field the number of the salesperson for whom you want to create a record. When you have provided the salesperson number, the system will activate the fields in all the tabs in the Salesperson Maintenance function screen.

3.Enter in the Name field the full name of the salesperson.

4.In the Information Page, enter basic information about the salesperson. If you track revenue by salesperson, you must provide a revenue code in this page. For more information, refer to the Information Page section.

5.Access the Notes Page to enter narrative information about this salesperson. For more information, refer to the Notes Page section.

6.When you have finished entering the values and are ready to save this record, click the Save button in the function toolbar; otherwise, click Cancel.

Set Up Salesperson Record

Set Up Salesperson Record

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