Salesperson Basic Procedures

Adding a Special Salesperson

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 special salesperson number.

Note: When assigning the salesperson number for the in-house account, use the location number as the first two characters, and 00 as the last two characters. For example, to assign the in-house sales account for location 1, assign the number 1100. For more details, see About Salesperson and Order-Writer Numbers.

4. In the Name box, enter a name that describes this special salesperson, In-House Salesperson, for example. This is all the information you need to add a special salesperson.

5. When you finish entering the information for special salespersons, click to save your changes.

6. Next, assign this in-house salesperson number to all accounts that do not have an assigned salesperson. You do this in the Salesperson 1 or Salesperson 2 boxes in the Customer Master tab. For more details, see Changing a Customer.

Note: A mass change in the (+A) (SPA) Special Customer screen can be used to assign the special salesperson number to multiple customers at one time. For more information, see Specials.

See also:

Adding a Salesperson