How to Create Sales Person in the System?

Login >SCM Menu >SCM Setting

SCM Setting Menu

SCM Setting Menu Opens.
Click on Sales Person.

Note – Sales Person is created after creating of Employee

Sales Person screen will Appear. Click on Add New.

Adding New Sales Person screen will Appear.

Adding New Sales Person.

Sales Person – Enter Employee Code.
Name – Name of Employee.
Short Name – Enter Short Name of Employee/Sales Person.
Type – Type has to be ‘P’.
Contact – NA (Should be present in Contact Master).
Address:Address details.
State, City, Pin, Country.
Item Series – Select from item series from selection form [Select MNR]

Item Series

Select Item Series from pop-help
Item Series is different for each client.
As Shown.

Select Employee Code for Sales Person from Pop-help.

Note : Employee Entry should be present against Sales Person.

Status

In Status set Active to YES.
And lock status must be NO.

Settings

Set Auto confirm to YES.

Business Terms.

Credit Term – Select Term from Pop-Help.
Currency – Select Currency as per Country from Pop-Help.

After filling rest of details. Click on Finish.

Finish screen will appear.