Salesperson - Enter a unique identifier you wish to create. This is a required field which allows a maximum of 3 characters only.
Name - Enter the full name of the salesperson.
Type - Select from the combo box list the salesperson type. The selections are Sales Representative and Driver. When Driver is selected, the Dispatch tab will be visible.
Title - Enter the title of the salesperson in the company.
Phone - Enter the primary phone number of the salesperson.
Email - Enter the primary email address of the salesperson. Click the Email Sender button to launch the default email client.
Address - Enter the primary Address of the salesperson. Click the Address Mapper to launch the Google Maps to a new tab of the default browser.
Zip/Postal - Select the primary zip code of the salesperson from the combo box list.
City - This field is auto-populated when a zip code is selected. However, you can edit this if necessary.
State/Province - This field is auto-populated when a zip code is selected. However, you can edit this if necessary.
Country - This field is auto-populated when a zip code is selected. However, you can edit this if necessary.
Mobile - Enter the mobile number of the salesperson.
Fax - Enter the fax number of the salesperson.
Alt Phone - Enter the secondary phone number and if applicable, its extension of the salesperson.
Alt Email - Enter the secondary email address of the salesperson.
Internal Notes - Enter any additional notes or info for the salesperson.
Date Hired - Enter the date the salesperson was hired.
Active - Check the button to activate the salesperson. Otherwise, deselect it. Inactive salespersons are not selectable on salesperson related combo box list.
Birth Date - Enter the birth date of the salesperson.
Gender - Select the salesperson's gender. The selections are Male and Female.
Territory - Select the territory that the salesperson will be assigned to. The combo box list will retrieved from the territory records. Refer also to Territory.
Marital Status - Select from the predefined list of statuses. The combo box selections are Single, Married, Widowed, Divorce, and Others.
Spouse - If applicable, enter the name of the salesperson's spouse.
Terminated - If applicable, enter the date the salesperson has been terminated.
Reason - If the salesperson is already terminated, enter the reason for termination.
Commission - Select the commission of the salesperson. The combo box options are Subtotal, Gross Profit, Gross Sale, and None.
Percent - Enter the commission in terms of percent.
