Create Databases -> Salesperson -> Adding a Salesperson

Adding a Salesperson

DDMSmakes it easy to add salesperson records to your database.

To begin adding salespersons, follow the steps below:

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



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



3. Click the SalesPerson # box and enter the salesperson or order-writer number.

Each salesperson and order writer must be assigned a unique number. Salespersons and order writers who are assigned three- or four-digit numbers can access the Order Entry window, while those who are assigned two-digit numbers cannot. If you want to give this salesperson order entry access, enter a three- or four-digit number in this box. To deny order entry access, assign this salesperson a two-digit number. For more details, see About Salesperson and Order-Writer Numbers.

4. Enter the appropriate information in each box in the Master tab. For instructions, see In the Salesperson Master Tab.



5. When you finish entering the information in the Master tab, complete any necessary the boxes in each of the other tabs. You can move to these tabs by clicking them. For instructions, see Salesperson Window Definitions.



6. You may want to restrict the functions a salesperson or order writer can perform. To do so, use the Allowable Functions for Salespersons dialog box. You can do this now or add restrictions later.

Before you restrict functions, read the important information in Salesperson Security Functions.

7. When you finish entering the information for this salesperson click the button to save your changes.

If you add several salespersons or order writers, 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.

8. Next, assign the salesperson numbers to the appropriate customer's account. You do this in the Salesperson 1 box in the Customer Master tab. For details, see Changing a Customer.

To learn more about the Salesperson database, see the online help topic About the Salesperson Database.