About the 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 previous year. The sales history is updated from line entries in order entry. You set salesperson parameters for each location in the (LHY) Salesperson Parameters screen.
Because your system is fully integrated, 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.
The Salesperson database has five tabs:
Salesperson Master: This tab contains personal information and ales history for the current month, year, and previous year.
Salesperson Price Check: This tab lets you limit the information your order writers and salespersons can view and change in the text-based (EL) Customer Item Price Check screen.
Salesperson Remote Order: This tab lets you set parameters for each remote order entry customer.
Salesperson Addl/WinOrder: This tab lets you set additional parameters for parameters for each remote order entry customer, as well as to set viewing options for each WinOrder customer.
Salesperson Technician: This tab lets you maintain specific information about technicians used with the Serialized application.
The Salesperson database also contains two basic salesperson reports: Salesperson Address Listing and Salesperson History Analysis. Both reports provide general information about each salesperson, such as the salesperson's name, number, telephone number, and address. The Salesperson History Analysis Report also includes sales history for each salesperson.
Return to:
About Databases and Applications
See also:
In the Salesperson Price Check Tab
In the Salesperson Remote Order Tab
In the Salesperson Additional/WinOrder Tab