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Sales

Module Guide: Sales (Salesman List)

Module Location

Sales > Customer > Sales

Module Objective

The Sales (Salesman List) module serves as the master data hub for managing all salespeople in the company. The list created and managed here will be used throughout all other modules (such as CRM and Sales) to assign the person responsible for customers, sales opportunities, and transactions.

1. Main View (Salesman List)

The main page of this module displays a list of all employees who have been designated as salesmen.

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View Explanation & Filters

This page is for viewing and managing all salesman data.

  • Filter: You can search for a specific salesman using the search bar based on Employee ID or filter the list by Employee Status (for example, to only display those who are "Active").

  • Salesman List: The table below displays all salesmen that match the filters.

Column Explanation

  • Employee ID: The Employee ID Number of the salesman.

  • Employee Name: The full name of the salesman.

  • Setting Reg Salesman: This column likely indicates the status of advanced settings for the salesman. A red cross icon (X) could mean that other settings (such as region or target settings) have not yet been completed.

2. Steps to Add a New Salesman

Step 1: Open the Entry Form

From the Main View, click the New Employee link to open the Salesman | Add form. image.png

Step 2: Fill in Employee and Access Details

On the Salesman | Add form, fill in all the necessary information. Fields marked with * are mandatory.

  • Login Information:

    • User Name: The username for logging into the system.

    • Status: Select the user status, Active or In Active.
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  • Personal Data:

    • Employee ID, First Name, Last Name, Gender, Email Address, and other personal data.
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  • Employment Information:

    • Employee Status: The employment status, for example, "Permanent". image.png

    • Hire Date and Effective Date. image.png

  • Sales Settings (Important):

    • Is Person Sales: Ensure you set this field to 'Yes'. This is the key setting that marks this employee as a salesman. 

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    • Leader Name: Assign the superior or leader of the salesman.
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Step 3: Save the Data

After all data has been filled in correctly, click the Save button in the bottom-left section to save the new salesman data. 

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Tips & Important Notes

  • The salesman data set up here will appear as the choices for "Account Officer" or "Sales Person" in other modules like CRM Opportunity and Sales Order.

  • Ensure you always keep the Employee Status up-to-date to prevent them from being incorrectly selected in transactions.

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