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This screen is used to enter and maintain the salesperson and driver information.
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This screen is used to enter and maintain the salesperson and driver information. Field Description
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This screen is used to enter and maintain the salesperson and driver information. |
Field Description
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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. |
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Dispatch tab is visible only when the Type field on General tab is set to Driver. Dispatch Notification - Select the type of notification the driver will get. The options are Text, Email, and Both. Text/Message - Enter the message notification that will be sent to the driver. |
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