Salespersons (Setup)

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This option allows you to add / delete the salespersons, who sell your stock items or services. Salespersons may be selected on sales documents (quotes, invoices point-of-sales access and credit notes).

The Salespersons are also added to the purchase documents (orders, purchases and supplier returns). This feature is useful to manage a user / salesperson / cashier who have processed a specific purchase document.

You may select the default salesperson for each debtor account. When sales documents are generated and the debtor (customer / client) account is selected, the default salesperson will be displayed for the document or you may select any available salesperson.

This feature makes it easy to see who made the most sales or did not make target. It is also a useful tool if it is necessary to pay commission on those sales.

Salespersons may also be selected for purchase documents (i.e. purchases, supplier returns and orders). This allows you to see who handled the purchase document.

You may also link the salespersons (cashiers) to users on the Others tab - Setup → Access control menu on the Setup ribbon for improved Point-of-Sale access and security.

To Add Salespersons:

Salespersons may also be added or deleted in Groups (Salespersons) on the Setup ribbon.

1.On the Setup ribbon, select Salesperson. The Salesperson screen is displayed:

2.Click on the Add button. A new record will be inserted "Change Name"

3.Overtype this with the name of your salesperson. Repeat this process for all your salespersons.

4.Click on the Close button.

To delete Salespersons:

1.On the Setup ribbon, select Salesperson.

2.Select the Salesperson and click on the Delete button. A confirmation message "Do you want to delete the salesperson?: Name" is displayed.

3.Make absolutely sure that the correct salesperson is selected.

4.Click on the Yes button to delete the salesperson.

5.Click on the Close button.

To print a list of the salespersons:

1.Access Groups on the Setup ribbon.

2.On the Salespersons group, click on the Print button.

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