Create Databases -> Salesperson

Salesperson Database

One of the primary functions of the Salesperson database is to store information about your salespersons and order writers.

This information includes the salesperson or order-writer number, personal information such as address and phone number, and sales history for the current month, current year, and the previous year. The sales history is updated from line entries in order entry. Because DDMS eNsite Pro is fully integrated, this salesperson and order-writer information is supplied automatically to other parts of the system. This information is also used to keep an accurate history of commissions and sales for each salesperson.

Each salesperson and order writer must be assigned a unique number. You can then assign the appropriate salesperson number to each customer's account.

In this section, we explore the basic features you need to consider while creating your salesperson database. We also explain how to create salespersons, and how to change and delete salespersons.

Setting up your salespersons and order writers involves:

• Setting your salesperson parameters
• Planning your salesperson numbering strategy
• Creating your salesperson information

You set salesperson parameters for each location in the (LHY) Salesperson Parameters screen. Other salesperson parameters are set in the Salesperson window. For details, see Setting (LHY) Screen Parameters and Salesperson Basic Procedures.

In this portion, we will learn the following:

• Assigning Salesperson Numbers
• Adding a Salesperson
• Changing a Salesperson
• Deleting a Salesperson
• Testing Your Salesperson Knowledge.

First, we examine the considerations for assigning salesperson numbers.