Overview
The Sales Representative add/edit list can be accessed from the AR: Customer Master File, AR: Invoice Entry, AR: Recurring Invoices, TB: Prospect Master File, and WS: Schedules screen by double-clicking in the Sales Rep field.
Use the Sales Representatives list to relate salesperson to a Customer or Schedule.
You can filter records by Sales Representatives using the Revenue By Sales Rep Report.
Security
This add/edit list is part of the SYS Add Edit List ALL Security Group.
Security Features include the ability to:
- Deny Set Active\Inactive
- Deny Set Default
Tip: For more information see Security Groups Overview and Security Groups By Module.
Sales Person add/edit list
Related Information
- Add an entry to an add/edit list?
- See Accounts Receivable topics?
- Go to Accounts Receivable Main Menu?
Key Functionality
ID
WinTeam automatically assigns an ID to each new record, and uses the ID field to identify each record. You may change system-assigned ID Numbers.
Description
Use this field to enter a unique name for the record. After a new record is created, WinTeam displays this Description with the corresponding ID number in the Add/Edit list.
Active
Select this check box to make the selected record active. Clear the check box to make the record inactive.
Default
Select this check box to make the selected record the default value for this Add/Edit list. WinTeam uses this record to automatically fill in the corresponding field on a new record in the related screen.