Create Sales Person

This page allows you to create the details pertaining to the salesperson. The salesperson represents the company while interacting with the customers and act as a primary source for order generation either directly or through sales channel. The sales person could either be an employee of the company or an external agent.

In this page you can specify the type of the salesperson. The sales person can be an employee of the company or an external agent. If the salesperson is an employee of the company, the details of the employee get populated in the respective fields on giving the employee code. If he is not an employee, you have to specify details, which includes salesperson name, salesperson code, sales channel, effective date from, effective date to, target code, target description, territory code, territory description and personal information pertaining to the sales person.

Select the “Create Sales Person” link under the “Sales Person” business component.

The “Create Sales Person” page appears.

The system displays the following details:

Status	The status of the salesperson. The possible status available are:
	New – indicates the status of the sales person when the page is launched.
	Active – indicates the newly created sales person.
	Deleted – indicates the deleted sales person.
	Inactive – indicates the deactivated sales person.

Enter the following details in the “Sales Person Details” group box:

Sales Person Code	The unique code assigned to the salesperson (Alphanumeric, 6) Mandatory. The sales person code must not have any special characters or spaces in between.
Employee Code	The unique employee code of to the sales person, if he is an employee of the company (Alphanumeric, 20).
	Press <enter> key.
	The system displays the OU at which the sales person is registered.
	The system displays the first name of the sales person.

Note: The system populates the name and address details of the employee, if the employee code is specified.

The system displays the following detail:

Sales Person Registered At

The OU at which the sales person is registered.

Enter the following details:

First Name	The first name of the salesperson (Alphanumeric, 77) Mandatory.
Middle Name	The middle name of the salesperson (Alphanumeric, 77).
Last Name	The last name of the salesperson (Alphanumeric, 77).
Effective Date From	The date from which the salesperson is active in the OU (Date Format) Mandatory.
Effective Date To	The date till which the salesperson is active in the OU (Date Format). This field must be greater than the “Effective Date From” field.
Sales Person Type	Use the drop-down list box to select the type of the salesperson Mandatory. The values in the drop-down list box are populated from the “Category” component.
Preferred Sales Channel	Use the drop-down list box to select the channel. The values in the drop-down list box are populated from the “Category” business component.
Target Code	The unique code identifying the target set for the salesperson. The target code is defined in the “Category” business component (Alphanumeric, 6).
	Press <enter> key.
	Help facility available.

The system populates the target description:

Target Desc.

The description of the target code. The target description is defined in “Category” business component.

Enter the following detail:

Territory Code	The unique code identifying the territory from where the sales person operate (Alphanumeric, 6). The territory code is defined in the “Category” business component.
	Press <enter> key.
	Help facility available.

The system automatically populates the following:

Territory Desc.

The description of the territory code. The territory description is defined in the “Category” business component.

Enter the following personal details pertaining to the sales person

Address Line1	The first line of the address of the salesperson (Alphanumeric, 40) Mandatory.
Address Line2	The second line of the address of the salesperson, if any (Alphanumeric, 40).
Address Line3	The third line of the address of the salesperson, if any (Alphanumeric, 40).
City	The name of the city (Alphanumeric, 40) Mandatory.
State	The name of the state (Alphanumeric, 40) Mandatory.
Country	The name of the county (Alphanumeric, 40) Mandatory.
Zip	The code identifying the address area (Alphanumeric, 20) Mandatory.
Phone1	The phone number of the salesperson (Alphanumeric, 18) Mandatory.
Phone2	The alternate phone number of the salesperson, if any (Alphanumeric, 18).
Fax	The fax number of the salesperson (Alphanumeric, 40).
Email	The e-mail id of the salesperson, if any (Alphanumeric, 60) Mandatory.
URL	The uniform resource locator pertaining to the e-mail id (Alphanumeric, 50).

Click the “Create Sales Person” pushbutton to create the sales person.

The status field gets updated to “Active”. The system populates the following fields:

Created By	The login user ID of the person who has created the “Sales Person” business component.
Created Date	The date on which the “Sales Person” business component was created.