Select Sales Person

Select the sales person code. Search for a sales person using the Accredo Lookups.

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Edit (F11)

Add or edit Sales Person details.

Insert (F4)

Insert a new Sales Person.

Duplicate (Shift+F4)

Duplicate the Sales Person.

Delete (F3)

If transactions exist for the record, delete will not be allowed.

Add / Remove as Company Contact (Alt+P)

Add or remove the sales person as a Company Contact.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Account Tab

Code

Must be a unique code consisting of up to eight numbers or letters, or a combination of both. Data can only be entered for new sales people. This is required.

Name

Prints on reports and shows in lookups.

Role

Job title of the Sales Person. This can be included in reports and documents.

Phone Nos

Customer telephone numbers. If Accredo is setup to interface with the telephone system, click  to dial.

Note: You can change the labels of the phone no fields in Company Settings - Display Labels.

Email Address

The contact email address. Click to create a Mail Message (Ctrl+M).

Comment

A 30 character field for reference.

Inactive

You can make a Sales Person inactive. You cannot post transactions for an inactive Sales Person, and they will not appear in Lookups. To show an inactive Sales Person, click Show Inactive Records (Ctrl+I).

We recommend checking for Customers associated with a Sales Person and reassigning them before making a Sales Person inactive. To do this, filter on SalesPersonCode in AR Customer. If there are a large number of Customers associated with a Sales Person, reassign using a script.

PTD Balance

The balance for the Period To Date for the sales person. (Read-only)

YTD Balance

The balance for the Year To Date for the sales person. (Read-only)

Last Year Balance

The balance for the previous year for the sales person. (Read-only)