A salesman can be assigned to each customer in the Customer Information.
The codes can be maintained in the Salesman Codes window on the
Customer Management tab of the Configure System Settings.
An operator must be assigned a Security
Role that allows permission to the Customer Management -
Salesman Codes in order to access this table.
A flag in the Required Document Information of the Company Contract Parameters, can be set to make the salesman a mandatory field on all documents.
When the salesman is recorded on documents, it can then be used
to calculate and generate commissions in Commission Reports.
Other reports that utilize the salesman code include Customer
lists, Aged A/R reports, Customer Statements, Purchases Reports and
the Customer Contact follow-up utilities.
Salesman Web Access:
Future development will provide the ability for a Salesman to sign
into the Web Services Portal using his email address and
password.
From there the Salesman can change the Portal session to run as a
specific customer assigned to that Salesman, enabling him to view
the customer's account and to create documents for the customer
reflecting the customer's discounts and rate levels.
Each Portal document tracks whether it was generated by the
Customer, Salesman, or Staff.
The salesman records can be setup as follows:
The system uses this address to notify the Salesman through Automatic Job Scheduling, of activity required as noted in the Comments/Follow Up window of Customer Contact Information, and is included on the Customer Rate Card.
If no email address is recorded here, then the company email address as listed in Company Miscellaneous Parameters is notified.
This email address can be used to sign into the Web Services
APIs using a soapui, and with future development this email
address could also be used to sign into SRM's Web Services
Portal.
Once signed in, the Salesman can change the web session to run as a
specific customer assigned to that Salesman in the Customer Information, enabling him to view the
customer's account and to create documents for the customer
reflecting the customer's discounts and rate levels.
Note: The Email Address Search can be used to identify customers or salesman by using a search on email address or portion of the email address.
To remove the password, enter a space.
Confirmation is required.
The account can be unlocked by changing this Failed
Logins count back to zero.
Note: The Clerk Code "_Cr" is reported on invoices generated from automatic billing from Automatic Reporting.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |