Maintain Agent

From eStream Software
Revision as of 02:33, 18 February 2013 by Csloo (talk | contribs) (→‎Introduction)

Menu: Tools | Maintain Agent...

Introduction

  • Agent is the sales person or sales representative.
  • It is very useful when you try to apply the reports by agent.
  • You can create new agent or sales person code here.
  • You can edit the agent code here.
Maintain Agent-BROWSE.jpg


Create New Agent

  • Screenshot below is the Agent entry form.
Maintain Agent-NEW.jpg
Field Name Explanation & Properties
Code
  • Input the new agent code
  • Field type : Alphanumerical
  • Length : 10
Description
  • Input the Agent Name.
  • Field type : Alphanumerical
  • Length : 80
Active
  • Checked = Active
  • Unchecked = Inactive