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.  
 
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

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 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.

1.4.3. Edit a Sales Rep
 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.

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.
1.5. Reports - Sales Representitive Information
To print the Sales Rep Information report, select the Print button from the ManEx action buttons at the top of the screen. 



The following screen will appear:

Select the appropriate radio for the output format you desire: Screen, Printer, XL File, TXT File, or PDF.

Highlight the desired report and then depress the Option tab if applicable. 


Sales Rep Information Report

For the Sales Rep  Information report, select Active, Inactive or All by clicking on the desired radial.  Depress the OK button.

  

The following report will print: