Salesperson Basic Procedures

Selecting a Salesperson

1. Double-click , type Ctrl + S, or click the Databases menu and select Salesperson. The Salesperson window opens, displaying information for the last salesperson selected.

2. You can select a salesperson using each of the following methods:
   
   Scrolling through the Salesperson Database
   Selecting a Salesperson by SalesPerson #, Name, City, or Phone
   Using the Salesperson Query Dialog Box

Return to:

Changing a Salesperson

Deleting a Salesperson

Viewing Salesperson Information

Salesperson Security Functions

Salesperson Contact Maintenance

Setting Up the Salesperson Tech Out of Office Dialog Box

Setting Tech Monitor Limits for a Salesperson

Setting Allowable Functions for Accounts Payable

Setting Allowable Functions for Accounts Receivable

Setting Allowable Functions for Bill of Materials

Setting Allowable Functions for Chart of Accounts

Setting Allowable Functions for Contact

Setting Allowable Functions for Contracts

Setting Allowable Functions for Customer History

Setting Allowable Functions for Customer

Setting Allowable Functions for Item Extended Desc

Setting Allowable Functions for General Ledger

Setting Allowable Functions for Item

Setting Allowable Functions for Item Alias

Setting Allowable Functions for Item History

Setting Allowable Functions for Order Entry

Setting Allowable Functions for Operational Procedures

Setting Allowable Functions for Parameters

Setting Allowable Functions for Payroll

Setting Allowable Functions for Personnel

Setting Allowable Functions for Purchase Order Entry

Setting Allowable Functions for Salesperson

Setting Allowable Functions for Tax District

Setting Allowable Functions for Vendor

Setting Allowable Functions for Machines