Salesman + Party Linking

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bullet01 This form allows you to link accounts with Agents. In billing whenever you select a party, agent will automatically be refreshed. The user can link the Salesman created with the Parties. It is helpful to the user in the sense that when the Sale Bill is created and the user enters the account name the Salesman associated with the account is reflected automatically instead of the user having to enter the agent name.

 

bullet01 Salesman + Party Linking : Main Menu> Setup Accounts> Salesman + Party Linking.

 

Toggle Icon Minus 17Main Menu

 

ph86

                            Fig1. Main Menu

 

Contents:

 

bullet-arrow2 Linking Salesman With Party

 

bullet-arrow2 De-Linking Salesman From The Party

 

bullet-arrow2 Filter &  Sort On

 

 

Linking Salesman With Party:

 

bullet01 To Link the Salesman with the Party, select the Agent from the Agent Name.

 

bullet01 The list of the Party that are not linked with any Salesman will be displayed in free party list box.

 

bullet01 Select the Party which is to be linked with the salesman and then click on Allocate button as shown in Fig.

 

bullet01 The customer name linked with the selected Salesman will be displayed in Salesman party list box.

    ph87

                                                                                                      Fig 2. Salesman + Party Linking                                                                                                                                                                                                                                                                                        


De linking Salesman From The Party:

 

bullet01 To De link the Salesman from the Parties with which the Salesman is linked select the agent from the Agent Name.

 

bullet01 The list of the Party that are linked with the Salesman will be displayed in Salesman party list box.

 

bullet01 Select the Party which is to be de linked with the salesman and then click on De-Allocate button as shown in below Fig.

 

bullet01 The party names that have been de linked will be displayed in free party list box.

 

    ph88

                                                                                                Fig 3. Salesman + Party Linking

 


Filter & Sort On

 

Filter On-

 

bullet01 Select the filter option from the list.

 

bullet01 There are three types of filter options - Both, Customer and Supplier.

 

bullet01 Select the filter option the from the list according to the your choice.

 

    ph89

                                                                                Fig 4. Salesman + Party Linking

 

Sort On-

 

There are two types of sort :

 

bullet01 Party Name + City Name : In the list the party name comes first then city name.

 

bullet01 City Name + Party Name : In the list the city name comes first then party name

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