Depress the Lookup tab.  This screen allows the user to locate a Sales Rep alphabetically.  Double click on the Sales Rep name will bring the associated data into all screens without having to use the FIND action button. This screen will list all of the Sales Rep's entered, beginning with the Last Name, First Name, Sales Rep Type, Title and Work Phone number (not the company phone number). 

Enter Sales Mgt/Sales Rep Information

The following screen will appear:

Depress the Add action button. The user will be prompted for an authorized password.

Enter the last name of the Sales Rep being added. 

Enter the first name of the Sales Rep being added. 

Enter the middle initial of the Sales Rep.

Select the status of the Sales Rep, either Active or Inactive.

Enter the nickname of the Sales Rep.

Select the Sales Rep Type by depressing on the down arrow located on the right hand side of this field and highlighting the selection.

Enter the title of the Sales Rep.

Enter the phone number and/or extension of the Sales Rep. (may be different than the company main number).

Enter the FAX number of the Sales Rep. (may be different than the company main number.

Enter the E-Mail address of the Sales Rep.

Enter the department of the Sales Rep.

Enter the Cellular phone number for the Sales Rep.

Enter the Pager number for the Sales Rep.

After completing the Business information, the user may click on the Personal tab.  In this screen, the user may enter personal information relating to the Sales Rep.

The Customer Contact Directive buttons will now be active.

This button allows the user to load a photo of the Sales Rep. The photo file should be in the MANEX directory, and should be BMP or TIF format. Select the desired image. It will appear in the window.

This set of buttons allow the user to record specific information that they may wish to retain about the Sales Rep.. It is divided into several categories to narrow the search for information later. Pressing any of these buttons brings up a memo window that may be added to, edited or canceled at will.

Enter the Sales Rep's Birth Date.

Enter the Sales Rep's Spouse Name.

Enter the Sales Rep's Spouse’s Birthday.

Enter the Sales Rep’s Anniversary.

Enter the Sales Rep’s Home Phone.

Enter the Sales Rep’s Home Address(two lines available).

Enter the Sales Rep’s Home City.

Enter the Sales Rep’s Home State and Zip code.

Enter the Sales Rep’s home country.

Depress the Save action button to save changes, or depress the Abandon changes action button to abandon changes.

Enter Sales Mgt/Sales Rep Information

The following screen will appear:

Depress the Find action button. The following selection screen will be displayed.  To find an existing Sales Rep select one of the following:  Sales Rep Name, or Sales Rep Type. The user may exit the selection screen without a selection by selecting the X button.

When the user elects to find Sales Rep by Name, a screen appears listing Sales Reps in alphabetical order by last name along with their first name. The user may elect to show only Active customers, or Inactive contacts. The user selects the contact by either entering it into the red box, or scrolling down the list and clicking on the selected name.
When the user elects to find Sales Rep by Type, a screen appears listing the Sales Rep Types in alphabetical order.  The user selects the type by either entering it into the red box, or scrolling down the list and clicking on the selected type.
Then a list of all of the Sales Reps associated with that type are shown in alphabetical order by last name, along with their first name.  The user may elect to show only Active contacts, or Inactive contacts. The user selects the Sales Rep by either entering it into the red box, or scrolling down the list and clicking on the selected name.

Once you have made your choice, the information will be displayed as follows:

Depress the Edit action button.  Enter password.