Salesperson codes are used for ..
Salesperson codes cannot be added in PJM, and other than PJM specific information, cannot be edited. All other fields should be maintained in CSD; and those changes will automatically update the salesperson information in PJM.
Salespersons that are added in CSD will also be automatically added in PJM.
Navigation Buttons
| |
|---|
| Save | Save current entry |
| Cancel | Exit salesperson setup |
| Field Descriptions | |
| | Edit |
|---|
| Salesperson | Unique salesperson code | N |
| Name | Salesperson Name | N |
| Branch | The salesperson’s default branch. Used in… this field might be depricated. CSD does not use branches, so this might not even be used. | Y |
| Warehouse | The salesperson’s default warehouse. Used/Assigned… | Y |
| Email Address | The salesperson’s email address. Used … | N |
| Phone Number | The salesperson’s phone number. Used… | N |
| Title | The salesperson’s title | N |
| Project Manager | The salesperson’s default project manager. Used/Assigned… | Y |
| Commissionable | When checked the commission register will include entries for this salesperson. All salespersons created from CSD will default to commissionable. | Y |
| Active | When checked the salesperson will appear as selectable throughout the system. | Y |
| See Also: | | |
| Project Managers Setup | | |