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DrillDown Icon Table of Contents Back
 . . . . . . . . . . . . .
DrillDown Icon System Administrator
DrillDown Icon Security System
DrillDown Icon Trigger Setup
DrillDown Icon System Setup
DrillDown Icon General Setup
DrillDown Icon Sales
DrillDown Icon Prerequisites
DrillDown Icon Sales Rep Types
DrillDown Icon Prerequisites
DrillDown Icon Introduction
DrillDown Icon Fields & Definitions
DrillDown Icon How To .....
DrillDown Icon Setup a Sales Rep Type
DrillDown Icon Sales Territory
DrillDown Icon SIC Codes
DrillDown Icon Sales Type & Price Itemization
DrillDown Icon Sales Order Defaults & Sales Discount Type
DrillDown Icon Print Packing List & Invoice
DrillDown Icon Freight On Board (FOB)
DrillDown Icon Ship Via
DrillDown Icon Ship Charge
DrillDown Icon Delivery Schedule
DrillDown Icon Quote Defaults
DrillDown Icon Quote Setup
DrillDown Icon Production
DrillDown Icon Material
DrillDown Icon FAQs
DrillDown Icon Quick Start
DrillDown Icon Operations Manuals
DrillDown Icon Accounting Manuals
DrillDown Icon System Utilities
DrillDown Icon Definitions
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Setup a Sales Rep Type

Enter System Setup/Sales/Sales Rep Types Module  

The following screen will appear:

To modify this screen, the user must click on the Add, Edit or Delete button and supply the password. That action will enable the screen.

Pressing the Add button will enable the data entry box at the bottom of the screen for the user to enter new data.

Selecting an existing Sales Rep Type and pressing the Edit button will bring the selected information to the data entry box to be modified.

Selecting an existing Sales Rep Type and pressing the Delete button will remove the selected information.

The user must Save or Abandon changes after adding or editing the record.
 

These items may be sorted in any order by clicking on and dragging the box on the left side, to the (vertical) position desired. This order will be the order displayed in the pull downs when using this list in other modules within the system. Suggestion: Have the one most used at the top of the list.

 

Where Used:  In the Sales Rep setup screen.

 

«Mark as Completed in RoadMap Section B Item 2-a»

Article ID: 1359