Key Features of Sales Person 

• It shows the details of the Sales Person that the user-created and along with the mobile number and address. 
• The user can identify the Sales Person status, as it shows the current status of the person whether Active or Inactive. 
• It enables the user to 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. 

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

 1.Filter

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.

2.Refresh

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 Sales module and select the Sales Person menu. 
• Then click on +New Sales Person menu on the top right side of the page. 
• A new window will appear and enter the details of the salesperson in the following fields. It includes the Name of the Salesperson, address, mobile number. 
• After entering the salesperson details, click on the Active button if the Salesperson not existing, then unmark the active button. 

Click on the Save button to create the Salesperson account. 

  Steps to Inactive Sales person;-

• Click on the Sales module and select Sales Person menu.
• Then click on +New Sales Person menu on the top right side of the page.
• A new window will appear, and enter the details of the sales person in the following fields. It include Name of the Sales person, address, mobile number.
• After enter the sales person details, click and unmark the active button as Inactive.
• Click on the Save button to Inactive the Sales person.

User can change a created Active sales person account to Inactive, by using the edit menu.

4.Export

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.

5.Edit menu

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.

6.Pagination Control

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.