Salesperson Maintenance can be access from both the Retail Till or Receivables modules. This window allows you to manage the list of salespersons who work in your pharmacy.
The same Salesperson list and information is used in Till and accounting activities.
Access Salesperson Maintenance:
From the Receivables module:
1. Navigate to the Maintenance menu and select 4. Salespersons.
From the Retail Till module:
1. Navigate to the Maintenance menu and select 3. Salespersons.
The Salesperson Maintenance window is displayed.
Salesperson Maintenance window overview
Refer to the table below for an explanation of each of the key features of the Salesperson Maintenance window.
|Short code for each Salesperson.
The Salesperson will use this code to log into the Till.
|Sales Person Name
|This name will also appear on Till dockets.
|Create a new Salesperson.
Refer to Add a Salesperson.
|Edit an existing Salesperson.
|Delete an existing Salesperson.
Note: Salespersons who have been used cannot be deleted.
|View the details of an existing Salesperson.
|Opens the Search window to search for a Salesperson.
|Copy Salespersons to another Business. Refer to AR Copy Salespersons.
|Print a list of Salespersons.
|Change the sort order of the list.
|Displays all Salesperson records including automated actions such as Auto Invoice.
|Move to the next or previous page of the list.
|Exit the Salesperson Maintenance window.