Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  1. Open a new Salesperson screen. There are three ways to do this.
    1. On Sales folder, click the Sales Reps menu. When the Salesperson Entity search grid is displayed, click the Newtoolbar button button.
      Image RemovedImage Added
    2. On Entity (Salesperson) screen, click the New toolbar button button.
      Image RemovedImage Added
    3. On Entity (Salesperson) screen, click the Search toolbar button button. When the Search Salesperson Entity screen is displayed, click the New toolbar button button.
      Image RemovedImage Added

  2. Fill out the Entity tab fields.

    1. Enter the Name, Contact Name, and Location Name. These are the required details in saving the record.

    2. You can either enter the Entity No or let the system generate it for you upon saving the record.
    3. Make sure that the Entity Type is set to Salesperson.
      Image RemovedImage Added
    4. Fill out other details on Entity tab. You can be as detailed as you see necessary. Below is a sample record.
      Image Removed
      Image Added
    Note that the New button will open the Create New Entity screen. You can either fill out this screen or simply close it, and proceed with the following steps.
  3. Navigate to Salesperson tab and fill out the fields. Refer  Refer to Salesperson for the description of each field.
    Image Removed  | Field Description | Header Details to help you in filling out the fields.
    Image Added
    If you are to create a Driver record, set Type to Driver. The Dispatch panel will then get displayed.Image Added

  4. Save the record once done.

...

Expand
title15.3
  1. Open a new Salesperson screen. There are two three ways to do this.
    1. On Sales folder, click the Sales Reps menu. When the Salesperson Entity search grid is displayed, click the New toolbar button.
      Image RemovedImage Added
    2. On Entity (Salesperson) screen, click the New toolbar button.
      Image RemovedImage Added
    3. On Entity (Salesperson) screen, click the Search toolbar button. When the Search Salesperson Entity screen is displayed, click the New toolbar button.
      Image Removed
      Image Added

    Note that the New button will open the Create New Entity screen. You can either fill out this screen or simply close it, and proceed with the following steps.

  2. Fill out the Entity tab fields.

    1. Enter the NameContact Name, and Location Name. These are the required details in saving the record.

    2. You can either enter the Entity No or let the system generate it for you upon saving the record.
    3. Make sure that the Entity Type is set to Salesperson.
      Image RemovedImage Added
    4. Fill out other details on Entity tab. You can be as detailed as you see necessary. Below is a sample record.
      Image RemovedImage Added
  3. Navigate to Salesperson tab and fill out the fields. Refer  Refer to Salesperson for the description of each field.
    Image Removed  | Field Description | Header Details to help you in filling out the fields.
    Image Added
    If you are to create a Driver record, set Type to Driver. The Dispatch panel will then get displayed.
    Image Added

  4. Save the record once done.

...