Login Screen And Adding Representative - Documentation
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Sales Representatives - Login Screen And Adding Representative

Login Screen

Sales Representatives: Your Sales Representatives are listed with their representative code and customer numbers. If you wish, you can access the customer list, product groups and previously added basic components application records by entering the representative card.

Unassigned Customers: All customers who have not yet been assigned a sales representative are listed. You can assign a representative from the sales representatives menu by going to the customer card.

Adding Representatives and Assigning Customers

You can select a user from the list by going to the Sales Representatives menu and clicking the Add New Sales Representative button, you can search for a user or add a representative through your customers.

You must enter the representative card and click the Add New Customer button from the Customers menu. All company/person records are listed in the drop-down list. By ticking the box at the beginning of the name of the customer you want to add (you can make multiple selections). It will be enough to click the Add Selected Customers button.

In the records where the Sales Representative is specified, if there is a representative assigned to a customer, the Sales Representative field will be automatically selected.

Product Groups: You can specify the product groups that the representative is responsible for selling.

Basic Components: You can add records through the applications you use.

You can delete the Sales Representative record.