Maintain Agent: Difference between revisions

From eStream Software
 
(11 intermediate revisions by 2 users not shown)
Line 1: Line 1:
''Menu: Tools | Maintain Agent...''
''Menu: Tools | Maintain Agent...''


=='''Introduction'''==
==Introduction==
* You can create new agent or sales person code here.  
:1. Agent is the sales person or sales representative.
* You can edit the agent code here.
:2. It is very useful when you are try to apply the reports by Agent.
::[[File:Maintain Agent-BROWSE.jpg |440px]]
:3. You can create/edit the agent or sales person code here.  
::[[File:Maintain Agent-BROWSE.jpg |center|500px]]
<br />
<br />


=='''Create New Agent'''==
==Create New Agent==
* Screenshot below is the Agent entry form.
: Screenshot below is the Agent entry form.
::[[File:Maintain Agent-NEW.jpg |440px]]
::[[File:Maintain Agent-NEW.jpg ||center| 500px]]


{| class="wikitable"
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
|-
! Field Name !! Explanation & Properties
! Field Name !! Explanation & Properties
|-
|-
| Code ||  
| Code ||  
* Input the new agent code
* Input the new Agent code
* Field type : Alphanumerical
* Field type : Alphanumerical
* Length : 10
* Length : 10

Latest revision as of 07:27, 19 January 2016

Menu: Tools | Maintain Agent...

Introduction

1. Agent is the sales person or sales representative.
2. It is very useful when you are try to apply the reports by Agent.
3. You can create/edit the agent or sales person 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