Via Menu
- On Sales folder, click the Sales Reps menu. If there is no existing record yet, this will open the Create New Entity screen. If not, this will show the integrated search grid.
- On the search grid, select a record/s in the grid and click the Open button.
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Via Entity (Salesperson) screen
- Open a salesperson record.
- Click the Search button.
- On the search screen, select the record/s, and then click the Open button.
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Via Entity (Customer) screen
- Open a customer record.
- Navigate to Customer tab | Detail tab.
- Click the Salesperson hyperlink.
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Via Menu - On Sales folder, click the Sales Reps menu. The Salesperson Entity search grid will be docked at the center panel.
- On the search grid, select a record/s in the grid. Click the Open button.
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Via Entity screen - Open a salesperson record.
- Click the Search button.
- On the search screen, select the record/s, and then click the Open Selected button.
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Via Menu - On Sales folder, click the Sales Reps menu. The Salesperson Entity search grid will be docked at the center panel.
- On the search grid, select a record/s in the grid. Click the View toolbar button.
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Via Menu - On Sales folder, click the Sales Reps menu. The Salesperson Entity search grid will be docked at the center panel.
- On the search grid, select a record/s in the grid. Click the View toolbar button.
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There are two ways to view a Salesperson screen. Via Menu |
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- On Accounts Receivable > Maintenance, double click
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- the Salesperson menu. If there is no existing record, this will open a new Salesperson screen. Otherwise, the Search Salesperson screen will be displayed.
- If the search screen is displayed, select a record/s in the grid. Click
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- toolbar button.
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Via Customer screen - Open a Customer record.
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- 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..
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