Versions Compared

Old Version 5

changes.mady.by.user Beverly Dellosa

Saved on

compared with

New Version 6

changes.mady.by.user Beverly Dellosa

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Via Menu

  1. On Sales folder, click the Sales Reps menu. The Salesperson Entity search grid will be docked at the center panel.
  2. On the search grid, select a record/s in the grid. Click the View toolbar button.
    Image Added

 

Expand
title15.1

There are two ways to view a Salesperson screen.

Via Menu

...

  1. On Accounts Receivable > Maintenance, double click

...

  1. the Salesperson menu. If there is no existing record, this will open a new Salesperson screen. Otherwise, the Search Salesperson screen will be displayed.
  2. If the search screen is displayed, select a record/s in the grid. Click

...

  1. the Open Selected

...

  1.  toolbar button.
    Image Modified

Via Customer screen

  1. Open a Customer record.

...

  1. On Detail tab, click

...

  1. the Salesperson ellipsis button. If the Salesperson field is not blank, the button will open the Salesperson record assigned to the customer. However, if the field is blank, it will open a new Salesperson screen where you can enter a new record..
    Image Modified