Sales Persons
Sales Persons
Sales Persons
Module: System Administration
Overview
If you have administrative authority, you can use Sales Persons (program #1539) to view or change a salesperson’s contact information. However, you must first add the salesperson to the database in Personnel (program #1811).
Navigating to Sales Persons
Use the following steps to navigate to Sales Persons:
1. From the main SBN toolbar, select Menu.
2. From the drop-down menu, select Go To [ALT+F1].
3. In the Go To Program dialog box, type in "1539."
w The Sales Persons program opens.
The Sales Persons Window
The following graphic shows Sales Persons after a user performs a search.
Field/Column Description
The following table describes the fields and columns used in Sales Persons.
|
Field/Column |
Description |
|
Search Parameters |
|
|
Branch |
You may select a branch to search for salespersons associated with that branch. This field accepts wildcards. |
|
Sales ID |
You may enter a sales ID to search for a particular salesperson. This field accepts wildcards. |
|
Search Results |
|
|
Sales ID |
The salesperson's ID code. |
|
Name |
The salesperson’s name. |
|
City |
The salesperson’s city. |
|
Phone |
The salesperson’s phone number. |
|
Active |
If this column displays a -, the salesperson is inactive. |
|
Sales Person Details |
|
|
Sales ID |
The selected salesperson's ID code. |
|
Branch |
Branch associated with the selected salesperson. Note: Sales ID drop-down menus throughout SBN now include a Sales Branch column. |
|
Country |
Country in which the selected salesperson is located. |
|
Name |
The selected salesperson’s first name. |
|
Middle Initial (No label) |
The selected salesperson’s middle initial, if available. |
|
Last Name (No label) |
The selected salesperson’s last name. |
|
Street (Number) |
Street number (part of the selected salesperson’s address). |
|
Street Name (No label) |
Street name (part of the selected salesperson’s address). |
|
Apartment Number (No label) |
Apartment number, if applicable (part of the salesperson’s address). |
|
Additional Address Info |
Additional address information, if applicable. |
|
Zip |
Zip code of the selected salesperson's location. |
|
State |
State where the selected salesperson is located. (This field holds a maximum of 60 characters.) |
|
City |
City in which the selected salesperson is located. |
|
Phone |
The selected salesperson’s phone number. |
|
Fax |
The selected salesperson’s fax number. |
|
Contact |
Name of a contact for the selected salesperson. |
|
Phone |
Primary phone number for the contact. |
|
Phone 2 (No label) |
Secondary phone number for the contact. |
|
GL Type |
General ledger type associated with the selected salesperson. Note: When option ba275 is on, this GL type appears on the contract when the salesperson is defined in the Data Entry Basics tab. |
|
Comment |
Free-form text comment about the selected salesperson or contact. |
Searching for Sales Persons
In order to view salesperson information, you must perform a search for salespersons. You can search for
-
Salespersons associated with a particular branch
-
Individual salespersons
Use the following steps to search for salespersons associated with a branch:
1. In Sales Persons, select a branch from the Branch menu.
2. Choose Search.
w SBN displays all salespersons associated with the selected branch.
Use the following steps to search for a specific salesperson:
1. In Sales Persons, enter a salesperson’s ID in Sales ID.
2. Choose Search.
w SBN displays the selected salesperson.
Using Common Functions
See the reference document Common Functions in SBN for more information.
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
|
Button |
Name |
Shortcut Key |
Action |
Description |
|
|
Get |
ALT+F1 |
1539/ 1 |
Get record. |
|
|
Change |
F2 |
1539/ 2 |
Change selected record. |
|
|
Search |
F6 |
1539/ 7 |
Display salespersons based upon search parameters. |
|
|
Previous |
F4 |
1539/ 999 |
Select last record. |
|
|
Next |
F5 |
1539/ 999 |
Select next record. |
Modifications and Updates to Sales Persons
The following table lists modifications and updates to the Sales Persons document.
|
Mod Number |
Date |
Description |
|
n/a |
8/25/14 |
Images updated. |