Salesperson Maintenance

Use this form to set up codes representing salespeople in your organisation. These are subsequently assigned to customers so that a salesperson defaults to the header of invoice or credit note detail as required.

Using codes enables you to analyse your sales by salesperson. The reports that you can print using the salesperson as a filter include:

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Code

Enter a unique code (up to six alphanumeric characters) to represent the salesperson.

Inactive

Select this option to make the salesperson unavailable to assign to transactions during data entry.

Note: You can't make a salesperson to inactive if they are set as a customer's default salesperson.

Salesperson

Enter an extended description (up to 30 characters) to represent the salesperson. This does not have to be unique.

Mailmerge name

This field is enabled if Greentree Desktop's Customer Relationship Management module is in use.

You can enter a name for the salesperson to use in correspondence generated using the mail merge feature.

Mailmerge title

This field is enabled if Greentree Desktop's Customer Relationship Management module is in use.

You can enter a title for the salesperson to use in correspondence generated using the mail merge feature.

Sales Team /Sales Manager

Assign a sales team and manager. This is only relevant if the CRM and HR modules are in use. Sales teams are set up in HR Team Maintenance, and Sales Managers are set up using CRM Maintain Lookups.

Address details

Enter address details for the salesperson.

Allowed Web Access

This section is available and applicable if the WebView module is in use. Select the option to indicate the salesperson can access the WebView module. If this option is not selected, none Web Access fields are visible.

Web Access

User name

This is the salesperson's WebView login name.

Password

This is the salesperson's WebView login password.

Select the menu the salesperson will see when they log into WebView. If this is left blank, the user will see the Default Menu assigned in WebView Module Control.

Allow Export to Excel

This setting determines whether the salesperson is allowed to export WebView results to Excel.

Yes

The user can export WebView results to Excel, provided Page Maintenance allows this.

The user will not be allowed to export WebView results to Excel unless Page Maintenance allows this.

Never

The user will never be allowed to export WebView results to Excel, even if Page Maintenance allows this.

Allowed to change password?

Select this if the salesperson can change their WebView password while logged into WebView.

Uses WebView Designer

Select this option to indicate the salesperson is allowed to access web pages designed using the WebView module.

Uses Financial Reporting

Select this option to indicate the salesperson is allowed to view reports using the web.

Published Reports

Display latest Published Report only?

Select this option if the salesperson is only allowed to see the latest Published Report.

Allow Published Report expiry change?

Select this option if the salesperson can change the expiry date when creating published reports.

Live Report Prompt

Select this option if the salesperson is to see the prompt that a Published Report exists when they are running a Live Report.

Units

Select the default unit to use when this salesperson saves a Published Report.

Value

This is the number of the above unit to keep a Published Report for when the salesperson saves one.