Salesmen

Menu File | AR | Other | Salesmen

The Salesmen screen displays salesmen in a list showing basic contact info.

Salesmen are assigned to customers to facilitate printing sales analysis reports sorted and/or summarized by salesman such as may be used to determine sales commissions, etc.

To add a new salesman: click the New button. Or menu Records | New.
To edit a salesman: double-click the salesman. Or select the salesman and press Enter or click the Edit button. Or menu Records | Edit.
To delete a salesman: select the salesman and click the Delete button. Or menu Records | Delete.

You can select a salesman with the mouse or by the keyboard via the Page Up/Down and arrow keys.

The menu has options to

- refresh the data displayed to show changes entered by other users, etc.
- print the list

Tip: To phone or send e-mail (via your e-mail program): select the salesman, then right-click to display a pop-up menu.

Name
Enter the salesman’s first name and/or last name.

Job Title
The salesman’s job title.

Phone numbers and extensions
You can phone the salesman at any of the numbers listed by clicking the adjacent phone button or at the main business no. by right-clicking on the salesmen screen.

E-Mail
The salesman’s e-mail address. You can send e-mail (via your e-mail program) to the salesman by clicking the e-mail button or by right-clicking on the salesmen screen.

Notes
Enter any notes you wish to record here. Right-click to toggle Word Wrap.