Salesperson [U0702]

Contents

• Add Salesperson
• Change Salesperson
• Delete Salesperson

 

Introduction

The Salesperson update [U0702] is used in conjunction with vendors/dealers and commission calculations for marketing personnel; it is used to add, change, or delete codes and names of lessor's sales personnel.

In LeasePak, each marketing representative, or salesperson, is assigned a code. This code may be a number, the salesperson's initials, or any other alphanumeric characters.

The amount of business brought in by the salesperson is used to calculate commission due. For more information, refer to the Salesperson Commission report [R0204].

 

The initial screen lists all salesperson names currently on file. Either click on Add or highlight one salesperson to be changed or deleted.

Field Descriptions

• ENTER OPTION
  Enter the letter corresponding to the option desired.
  
  
  • ADD
    Adds a salesperson code and name.
    
    
  • CHANGE
    Changes the salesperson name selected from the list.
    
    
  • DELETE
    Deletes the salesperson name selected from the list .

 

Add Salesperson

Field Descriptions

• SALESPERSON CODE
  Enter a code for the salesperson being added. This may be a number, the salesperson's initials, or other alphanumeric characters. Maximum is 4 characters. Use the Help button for a list of existing codes.
  
  
• SALESPERSON NAME
  Enter the salesperson's name. Maximum length is 36 characters.

 

Change Salesperson

This screen is used to change salesperson information.

Field Descriptions

• SALESPERSON NAME
  Change the salesperson's name. The salesperson code may not be changed; it must be deleted and added correctly if it contains an error.

 

Delete Salesperson

The above message is displayed to confirm or cancel the pending deletion.

 

LeasePak  Reference Guide

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