Salesperson Window Definitions

Information about your order-writers and salespersons is stored in the Salesperson Master tab. This tab contains personal information and sales history for the current month, current year, and previous year. Boxes that appear in bold in this tab, SalesPerson # for example, can be used for searching.

 

Click any box name below for information about the box.

 

Personal Information

SalesPerson #

Name

Address

City

St

Zip

District

Phone

Password

Cross Ref#

R/C

Group

Restrict O/E Inquiry

 

History Information

Sales

Cost

Margin

Gross %

 

Text Base Usage Options

Use Text Base O/E

Use Text Base P/O

Use Text Base A/R

Use Text Base A/P

 

Disallowed Pay Codes

 

User Type

Note: You may not want cost, margin, or gross profit percentages displayed in the Salesperson window. You can set parameters so the figures credited to the salesperson are not displayed. You set salesperson parameters in the (LHY) Salesperson Parameters screen. For details, see Setting Salesperson Parameters.

Return to:

About Salesperson Responsibility Centers

Setting Up Responsibility Centers

Adding a Salesperson

About the Salesperson Database