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Set up Sales reps

Who can use this: view sales-rep, view routes, or manage sales targets Where to find it: Sales Rep Module

What is this?​

Create the master records before the first real bill.

Before you start​

The feature switch must already be on. See Overview.

Steps​

  1. Open Cities and save the towns.

  2. Open Routes and save each route.

  3. Open Route Cities and attach towns to a route.

  4. Open Sales Reps and attach a person.

  5. Open Targets if you set a monthly goal.

    Sales reps

What you will see​

The new records show in the list. POS or sales can use them after that.

Tips​

  • Use a test record first.
  • Click Close if you do not want to save.

Common problems​

ProblemSolution
New is missingYour role cannot create records here.
Save shows a red lineFill every star field.