Difference between revisions of "Rep"
From TrueERP wiki
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[[Transfer Employee Data]] | [[Transfer Employee Data]] | ||
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| − | == Overview == | + | == Overview == |
| + | |||
| + | In the Employee area the" Rep list" will display all the "Reps" added in the system. | ||
| + | |||
| + | Ways Lists in ERP can be Manipulated: | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | If employees are required to be out of the office "on site" they must be added to the "New Rep" section to enable all appointments to be added to the Main Calendar. | ||
| + | |||
| + | Sales Reps are attached to each quote, order or invoice. You will need to transfer data from the employee card to the sales rep area to enable this function to work properly. | ||
| + | |||
| + | '''How to View Rep List''' | ||
| + | |||
| + | *Select the EMPLOYEE tab | ||
| + | *Select The Rep List | ||
| + | *Click on the Rep List to view all Reps. | ||
| + | *Select a Rep to view their Details. | ||
Revision as of 10:34, 1 March 2011
Overview
In the Employee area the" Rep list" will display all the "Reps" added in the system.
Ways Lists in ERP can be Manipulated:
If employees are required to be out of the office "on site" they must be added to the "New Rep" section to enable all appointments to be added to the Main Calendar.
Sales Reps are attached to each quote, order or invoice. You will need to transfer data from the employee card to the sales rep area to enable this function to work properly.
How to View Rep List
- Select the EMPLOYEE tab
- Select The Rep List
- Click on the Rep List to view all Reps.
- Select a Rep to view their Details.
