How To Create/Edit Sales person in Accoxi?

Learn to create and manage salesperson in Accoxi

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SALES PERSON

Sales Person

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 a 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

How to Create and Manage new Sales Person?

In this video, you will learn the process of the creation of a salesperson in Accoxi. A salesperson is an intermediate person who makes the sales between the buyer and the seller and as an organization, there should be proper data on the salesperson hence we have a system to manage the salesperson in Accoxi.

Sales Person

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. 
  • User can allocate salespeople to different branches.
  • It enables the user to add the salesperson's 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. 

 

Salesper Dashboard

Click on the Sales module and select the SalesPersons menu.

When we click the Sales person option, then it opens to the Sales person window.

Sales Person 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

 

Sales Person Search

 1. Filter

The filter of Salesperson details can be done in two ways-Either the user can directly enter the Sales person name into the search bar near the filter option or by clicking the filter drop-down. Users can filter the data by person name, mobile number, or by status. In the status, option user can select the actual status of the salesperson 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 the +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, and mobile number. 
  • user can allocate the salesperson to the required
  • After entering the salesperson details, click on the Active button if the Salesperson does not exist, then unmark the active button. 

Click on the Save button to create the Salesperson account. 

Salesper Creation

 

Users can change a created Active salesperson account to Inactive, by using the edit menu.

4. Export

The Sales Person list can be exported 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 the menu

This menu enables the user to edit or correct the salesperson details that have already been created. By clicking the edit menu, the sales person form will appear and the user can edit the details if required.

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. 

RELATED TOPICS

Frequently Asked Questions?

01How to deactivate a Sales Person created?

  • Click on the Sales => Sales Person => Sales Person search opens

 

  • The created sales person can be deactivated by clicking on the edit button of the corresponding sales person from the sales person search window.

 

  • Then untick the active mark to deactivate the sales person and click save.

02How to export the Sales Person details?

  • Click on the Sales => Sales Person => sales person search opens
  • Click on the Export button at the top right corner near the +New button. Select the file location and click on save.

03How do I filter my Sales Person data?

  • Click on the Sales => Sales Person => sales person search opens
  • . Then click on filter option

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.

04How do I create a new Sales Person?

  • Click on the Sales => Sales Person => sales person search opens
  • Then click on new sales person button.

Steps to create new 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 on the Active button if the Sales person not existing, then unmark the active button.
  • Click on the Save button to create the Sales person account.

05How to change the created Sales Person’s branch?

  • Click on the Sales => Sales Person => sales person search opens
  • The created sales person’s branch can be changed by clicking on the edit button of the corresponding sales person from the sales person search window.
  • Then choose the branch to be assigned from the branch drop down list and click save

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