Setup Salesman Master

Setup Salesman Master

Top Previous Next

Setup Salesman Master : To create a salesman follow the under mentioned steps :-

1.

Click the Setup menu and select the Setup Agents option from the list.

2.

Select the Setup Agent/Broker from the Setup Agent submenu.

3.

This form allows you to create Agents or Salesman.

SetupAgentBrokers

New Entries

Agent Name : Enter the agent name manually.It is a mandatory column,can't be left blank.

Agent Short Name : Enter the agent short name manually.It is a mandatory column can't be left blank.

Company Name : Select the company name from the list.

Godown Name : To select the Godown Name follow the under mentioned steps : -

i) Press the space bar .

ii) Godown Selection dialog box appears.

iii) Select the required godown name > click ok.

Note :During the billing stock will be filtered according to the selected godowns.

SetupAgentBrokers_GodownSel

Godown Selection Dialog Box

Lock Billing : Select the lock billing from the list.It may be none,overdue bills or due bills. This option locks the billing according to options selected. Due Bills means that billing will not be allowed if any bill is due or pending for payment. Overdue Bills means billing will not be allowed if any bill is overdue i.e. beyond the allowed credit days.

Phone Number : Enter the Phone number ,it is an optional column can be left blank.

Designation : Enter the designation of the agent,it is an optional column can be left blank.

Buyer Ref. No : Enter the buyer's reference number,it is an optional column can be left blank.

Agent Type : Select the agent type from the list.

Address : Enter the various addresses related to the agent in the address1,address2 and in address3 columns.

City Name : Select the city name from the list.

Buttons

Creates Accounts Groups of Agents At G. Level 3 : Used to update the agents accounts groups at level 3.Click > Confirm dialog box > click Yes to update accounts groups.

SetupAgentBrokers_Create AccGps

Confirm Dialog Box

Save : Used to save the changes made by user.

Close : Used to exit.Click > Prompt To Save dialog box > click No in order to save the changes and then exit.

SetupAgentBrokers_Close

Prompt To Save Dialog Box

Copyright 2011, LOGIC ERP Solutions Pvt. Ltd.