ManEx KB

1. Sales Representitive Information (SR)

1.1. Prerequisites for Sales Rep Information

After activation, "Sales Rep Information" access for each user must be setup in the ManEx System Security module. Users with “Supervisor Rights” will automatically have access.

Sales Rep Types	This MUST be setup in the Sales Rep Types module
A Picture File	A picture of the Sales Representative may optionally be included as a memory jogger, but the picture must already be available to pickup in a picture format.

1.2. Introduction for Sales Rep Information

The Sales Representatives Module is used to record the details of sales representatives. Manex provides the user with the ability to maintain both professional and personal details about a sales representative, including provision for personal tastes and affiliations.

When assigning Sales Commission to a sales order it does NOT affect the GL, at this time it is there as reference so you know how much Commission you owe your Sales Rep. Then at the time that you cut the check to your Sales Rep is the time that a GL # would be selected and processed through the system.

NOTE: The Sales Commission information was added to the system to allow our users to create their own customer commission reports based on the information that is stored within the tables. I would suggest that you consider using Crystal Reports to design the desired Commission report that would best fit your company, using the information stored within the ManEx tables.

1.3. Fields & Definitions for Contacts Information

1.3.1. Business Tab

Fields & Defintions

Last Name	The last name of the Sales Rep being added or edited.
First	The first name of the Sales Rep being added or edited.
MI	The middle initial of the Sales Rep.
Status	The status of the Sales Rep, either Active or inactive.
Nickname	The nickname of the Sales Rep.
Sales Rep Type	The Sales Rep Type (This MUST be setup in the Sales Rep Types module)
Rep ID	Sales Rep ID
Title	The Sales Rep's title.
Department	The department in which the Sales Rep works.
Phone	The phone number and/or extension for the Sales Rep. (may be different than the company main number).
Cellular	The Cellular phone number for the Sales Rep.
Fax	The FAX number for the Sales Rep. (may be different than the company main number).
Pager	The Pager number for the Sales Rep.
Internet or E-mail Address	The E-Mail address of the Sales Rep.

1.3.2. Personal Tab

Fields & Definitions

	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.
Birthday	The Sales Rep's Birth Date.
Spouse's Name	The Sales Rep's Spouse Name.
Spouse's Birthday	The Sales Rep's Spouse’s Birthday.
Anniversary	The Slaes Rep's Anniversary.
Home Phone	The Sales Rep's Home Phone.
Address	The Sales Rep's Home Address (two lines available).
City	The Sales Rep's Home City.
State, Zip	The Sales Rep's Home State and Zip code.
Country	The Sales Rep's home country.
	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.

1.3.3. Lookup Tab

Fields & Defintions

Last Name	The last name of the Sales Rep.
First Name	The first name of the Sales Rep.
Sales Rep Type	The Sales Rep type..
Title	The title of the Sales Rep..
Work Phone	The phone number and/or extension of the Sales Rep. (may be different than the company main number).

1.4. How To .... for Contacts Information

1.4.1. Find a Sales Rep

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, enter Sales/Sales Rep Information

The following screen will be displayed:

There are two ways to Find Existing Sales Rep Information:

1. By using the Find button located in the tool bar at the top of the screen. The following screen will be displayed: Double click on the selected Representative's name to view the Sales Rep information.

The following screen will appear: Select the desired Filter: by selecting the appropriate radio button - Active, InActive, or All.

Select the desired Find: by selecting the appropriate radio button - Last Name, or First Name.

Enter the information into the red box, depress the Enter key and the information will populate the screen.

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).

1.4.2. Add a Sales Rep

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, enter Sales/Sales Rep Information

The following screen will be displayed:

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.

1.4.3. Edit a Sales Rep

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, enter Sales /Sales Rep Information

The following screen will be displayed:

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.

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

Depress the Edit action button. Enter password.

All fields available for editing will be enabled for modification.

At the conclusion of the modifications process, the user must Save changes, or Abandon changes using the action buttons.

Depress the Exit action button to return to the previous screen.