Salesperson Basic Procedures

Adding a Remote Order Entry Salesperson

Only add remote order entry salespersons if you have customers who use Remote Order Entry software to access your DDMS system.

1. Double-click . The Salesperson window opens, displaying information for the last salesperson selected.

2. Click . The boxes in the window are cleared.

3. Click the SalesPerson # box and enter the 3- or 4-digit unique salesperson number that identifies the Remote Order Entry salesperson.

Notes: Each salesperson must be assigned a unique number. Do not use 00 as the last two digits in Remote Order Entry salesperson numbers, since they are reserved for in-house sales accounts.

4. Click the Name box and enter the name of the company that is using the Remote Order Entry program.

Note: If you enter a name and number combination that already exist in the salesperson database, a dialog box displays the message, This Record Already Exists. Replace It. Click Yes to replace the existing salesperson with the information you entered. Click No to return to the Salesperson Master tab without replacing the existing salesperson.

5. Click the Remote Order tab.
   
   In the Password box, enter a password for this Remote Order Entry salesperson.
   
   In the Remote ID box, enter a remote ID for this Remote Order Entry salesperson. A Remote Order Entry salesperson can place orders for each account that is assigned this Remote ID. You learn how to assign the Remote ID later in this topic.

Note: If you are creating more than one Remote Order Entry salesperson for the same customer, you must enter the same Remote ID for each of these salespersons.

6. Complete the rest of the boxes in the Remote Order tab. For instructions, see In the Salesperson Remote Order Tab.

7. Click the Additional/WinOrder tab and complete the following boxes:
   
   Display Customer Alias Instead of Real Item Number
   Auto Item Query
   Exempt From Minimum Order Charge
   Authorization Password to "END" Order

8. When you finish entering the information for this Remote Order Entry salesperson, click to save your changes.

9. Add any additional Remote Order Entry salespersons you need for this or other customers.

Note: If you add several Remote Order Entry salespersons, you may need to reindex your salesperson database. Reindexing is only necessary when you have difficulty retrieving salespersons by name. For details, see Reindexing the Salesperson Database.

10. Next, assign the Remote Order Entry salesperson(s) Remote ID to the appropriate customer's account. You do this in the Remote ID box in the Customer Order Entry tab. For details, see Changing a Customer.

Note: All Remote Order Entry salespersons you create for the same customer must have the same Remote ID.