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The system will allow adding Salesperson Codes to identify different levels of transactions when creating an invoice order or a Prebook. |
Instructions
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Go to Setup > Users > Select the salesperson user you want to add the code for. |
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Click on the "Actions" column and click on Edit. |
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A third tab called, "Salesperson Codes" will be available. |
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Under this tab, an "Add new salesperson code" link will be available, click on this option. An option to set a Code as a Default Code for all transactions will be available. |
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Enter the code information that needs to be created and click on Save. |
If a code needs to be edited: simply go to the Salesperson Codes Tab, for the specific salesperson and on the actions column select either "Edit" or "Delete".
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Table of Contents
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Create a Sales Code
Salesperson Codes are created individually for each user in the system.
To add a sales code, do the following instructions:
Go to Setup and select Users.
Search for the salesperson user.
Click on the Actions column and select Edit.
Click on the Salesperson Codes tab.
Click on Add new salesperson code link.
Add the Code and Description.
Optional: Set the code as default for all transactions.
Click on Save.
After the Salesperson Code is set, the Salesperson should be selected when creating an invoice or Prebook. The system will display the option to add Salesperson Codes to each invoice or Prebook as needed.
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To have Salespeople Codes enabled, please contact Komet Sales. |
Can’t see the sales codes?
If you have sales codes enabled but cannot see them when creating an order, verify that the Allow Salespeople to change the Salesperson of the order setting is enabled from the Order Entry Options group of settings.
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If you need to edit or delete a sales code, go to the Salesperson Codes Tab as described in step 4 and select either Edit or Delete. |
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