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  1. Open a new Salesperson screen. There are four ways to do this.
    1. On Accounts Receivable > Maintenance, double click the Salesperson menu. When the Search Salesperson screen is displayed, click the New toolbar button.
    2. On Salesperson screen, click the New toolbar button.
    3. On Salesperson screen, click the Search toolbar button. When the Search Salesperson screen is displayed, click the New toolbar button.
    4. On Customer screen > Detail tab, leave the Salesperson field blank and then click the Salesperson ellipsis button.
  2. Enter the Salesperson ID.

  3. Enter other necessary details. You can be as detailed as you like. Refer to Salesperson for the description of each field.

    The Dispatch tab will only be displayed when Type is set to Driver.

  4. Save the record once done.
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