Salesperson codes may be created to assign to customers and sales orders. This allows filtering or even restricting to a specific salesperson, and creating reports to calculate earned commission. You can open the list of salespeople from the top Sales menu.
Code – An alphanumeric code up to 10 characters.
Name – The name of the salesperson. This appears within customers and sales orders when selected, and also prints on Sales forms.
Address – The salesperson’s address, used for informational purposes, including an alternate Name if desired.
When emailing sales orders and invoices, this email address will be available to select as a recipient and identified as Salesperson Main.
Contacts – Additional or alternate contact information for this salesperson.
When emailing sales orders and invoices, each address will be available to select as a recipient and identified from the defined Contact Type.
Communications – Any number of notes can be added to salespeople
User Defined – User defined fields can be added to track and/or print information not already included, and can be displayed as columns on the list grid.