Sales Reps
The Sales Reps form is used to store all the detailed information about your Sales Reps including address, phone, financial information and other key information. You can be as detailed as you feel necessary. You can use any of the Sales Reps contacts stored in this form with the Schedule Activities forms.
You will notice at the top of this form are seven tabs, which help group the Sales Rep information better. It is like having seven forms connected together for each Sales Rep. You will also notice that the Sales Rep ID, Group ID and Group fields at the top of the form remain there in all the tabs so you always know what Sales Rep you are working on when switching between the tabs. The seven tabs are listed below and described in detail in other areas of the documentation.
The Sales Rep Tab shows you general Sales Rep contact information.
The Detail Tab shows all other related Sales Rep data that could not fit on the General tab.
The Fields Tab is used to store the names of different contact methods used like Phone, Fax, E-mail, Web Site, and any other contact information that you use.
The Activity Tab shows you all the completed and scheduled Activities for the Sales Rep.
The Notes Tab shows you a list of all the Sales Rep notes.
The History Tab shows you the related History of the Sales Rep with regards to Invoices, Customers, and Commissions for example.
The Customers Tab shows you the Customers the Sales Reps are responsible for.
The Special Pricing Tab displays the Customer Special Pricing Commissions information.
This form can be used to add or edit records in the Sales Reps form. To add new Sales Reps, simply click the New button at the bottom of this form. If you need to edit existing Sales Reps records, just select the record you want to edit and make any necessary changes to the fields for that record. For complete details on all the field descriptions for this form and a step by step guide on how to enter new Sales Reps.
The record navigation buttons at the bottom of the form are used to move from one Sales Rep to another. It also displays how many records are in the Sales Rep form and what record you are currently on. Clicking on one of the four buttons will navigate you through your existing data. You can use the Find button to find a specific record.
There are several helpful options that can be set in the Company Preferences form to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The New button will clear the form to allow a new note to be added.
The Delete button will delete the selected Note.
The Find button will allow you to Find notes.
The Convert button will convert the Sales Rep to a customer.
The Import button will "import" Employees from being employees to Sales Rep.
The Schedule button will open the Schedule Activity Form where you can record the activities of Sales Rep Group
The Close button will close the Sales Rep form.
Press F1 or click F1-Help at the bottom left corner of the form for help on what this form is all about.