The system will allow adding Salesperson Codes to identify different levels of transactions when creating an invoice order or a Prebook. To create the Salesperson Codes in the system, please follow these instructions:
Instructions
- Go to Setup > Users > Select the salesperson user you want to add the code for.
- Click on the "Actions" column and click on Edit.
- A third tab called "Salesperson Codes" will be available.
- 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.
- Enter the code information that needs to be created and click on Save.
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".
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.
warning: To have Salespeople Codes enabled, please contact Komet Sales.