Create and maintain sales person records. Sales persons can be assigned to customers and appear on sales transactions. The form includes a Details tab with a Custom Fields tab also available.
| Sales Person Code |
The unique identifier for this sales person. Required. This field can only be set when creating a new record; it becomes read-only once saved. |
| Sales Person Name |
The full name of the sales person. Required. |
| Role |
The sales person's role or job title. |
| Comment |
Internal notes about this sales person. |
| Inactive |
Marks the sales person as inactive. |
| Phone No |
Primary phone number for the sales person. |
| Phone No 2 |
Secondary phone number. |
| Phone No 3 |
Additional phone number. |
| Email Address |
The sales person's email address. |
| Current Period Balance |
Read-only. Sales total for the current accounting period. |
| Year To Date Balance |
Read-only. Sales total for the current financial year. |
| Last Year Balance |
Read-only. Sales total for the previous financial year. |
0000 record.
0000 cannot be deleted and cannot be linked as a company contact. Deleting any sales person also requires Control-level access to the Sales Persons permission.