Salesperson Basic Procedures

Adding a WinOrder Salesperson

Only add WinOrder salespersons if you have customers who use WinOrder 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 WinOrder salesperson.

Note: Do not use 00 as the last two digits in WinOrder 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 WinOrder program.

5. Click the Remote Order tab.
   
   In the Password box, enter a password for this WinOrder salesperson.
   
   In the Remote ID box, enter a remote ID for this WinOrder salesperson. A WinOrder 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 WinOrder salesperson for the same customer, you must enter the same Remote ID for each of these salespersons.

6. Click the Additional/WinOrder tab and complete the following boxes:
   
   Display List Price
   Display Quantity Breaks
   Display Vendor Name
   Display Item Pictures
   Name to Display for Departments
   Allow Order Lookup on All Order Takers
   Only Order from Laundry List
   Allow Order Lookup on All Departments
   Restrict to One Account
   Allow Only "HOLD" Orders (can't "END")

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

8. Add any additional WinOrder salespersons you need for this or other customers using the steps above.

Note: If you add several WinOrder 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.

9. Next, assign the WinOrder 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 WinOrder salespersons you create for the same customer must have the same Remote ID.