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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
Go to Setup > Users > Select the salesperson user you want to add the code for
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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
6. 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".
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.
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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