In Accoxi the user can create an account for the salesperson and can add the salesperson details in the Sales Invoice.
A salesperson is a person who sells things, either in a store or directly to customers on behalf of a company. In accoxi the user can create an account for the salesperson and also can add the salesperson details in the Sales Invoice. It helps the user to identify the sales that did by the Salesperson and helps the customer to get the information regarding the sale
Key Features of Sales Person
It helps the user to identify the sales that did by the Salesperson and helps the customer to get the information regarding the sale.
Click on the Sales module and select Sales Persons menu.
When we click the Sales Persons option, then it opens to the Sales Persons window.
Sales Persons page
It consists of various menus and it shows the complete list of sales persons that the user created.
Menus available in Sales Person Search
Filter of Sales person details can be done in two ways-Either the user can directly enter the Sales person name into the search bar near filter option or by clicking the filter drop down. User can filter the data by person name, mobile number or by the status. In the status option user can select the actual status of the sales person from active, inactive or all.
If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.
3.New Sales Person
This is the menu that uses to create or add a new Sales Person account. By clicking the menu +New salesperson a new window will appear, salesperson form.
Steps to Create a New Sales Person
Click on the Save button to create the Salesperson account.
Steps to Inactive Sales person;-
User can change a created Active sales person account to Inactive, by using the edit menu.
The Sales Person list can be export to Excel format. Click the Export button at the top right corner near the +New button. Select the file location and click on save.
This menu enables the user to edit or correct the sales person details that already created. By clicking the edit menu, the sales person form will appear and the user can edit the details if require.
It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. And by giving page number in the box and clicking on Go button. It jumps to the said page.
Filter option is available below the sales person search bar at the left hand side. Sales person can be filtered based on sales party name, mobile.no. Status etc. Either you can give any of the said criteria directly into the search bar near filter option or by clicking the filter down arrow option you can give the details into the fields directly.
Steps to create new Sales Person