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Add a Salesman

Use the Salesman dialog box to add a sales person.

To add a salesman

  1. In the Navigation pane, click System Codes and Settings > Financial > Salesman.

Salesman panel

 

  1. Click the plus sign (+). The Salesman dialog box appears.

Salesman dialog box

Sales Code: Unique code that identifies the sales person.

Name: Sales person's full name, including first name, last name, and suffix.

Street Line 1: First line of the sales person's street address.

Street Line 2: Second line of the sales person's street address.

City: Sales person's city.

State: Sales person's state.

ZIP: Sales person's postal code.

Phone: Sales person's phone number, including area code.

County: Sales person's county.

Country: Sales person's country.

  1. Complete the information and then click Save.

Related Topics

Search for a Permission or System Code

Data Grids

Salesman