Select Sales Person

This page allows you to search and select the salesperson codes. The details of the salesperson cannot be modified in the Select page. You can directly specify the value of the sales person code and modify it by selecting the link at the bottom of the page. Incase you are not sure about the sales person code or if you want to delete multiple salespersons; you can carry out a search by specifying the salesperson related details in the search criteria. The search result is displayed in the multiline. You can select the salesperson codes from the multiline and delete them.

The link at the bottom of the page permits you to edit or delete the salesperson.

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

The “Select Sales Person” page appears.

Enter the following detail:

Sales Person Code

The code assigned to the salesperson (Alphanumeric, 6). The sales person code must not have any special characters or spaces in between.

Select the “Edit Sales Person Details” link to edit the sales person details corresponding to the specified sales person code.
Enter the following details in the "Search Criteria" group box:

Sales Person Code	The code assigned to the salesperson (Alphanumeric, 6). The sales person code must not have any special characters or spaces in between.
Preferred Sales Channel	Use the drop-down list box to select the sales channel. The values in the drop-down list box are populated from the “Category” business component. The system displays blank as the default value on launch of the page.
Status	Use the drop-down list box to select the status of the salesperson. The options available are “Active”, “Inactive” and “all”. The system displays “all” as the default value on launch of the page.
First Name	The first name of the salesperson (Alphanumeric, 77).
Middle Name	The middle name of the salesperson (Alphanumeric, 77).
Last Name	The last name of the salesperson (Alphanumeric, 77).
Created Date From	The starting range of date on which the salesperson is created (Date Format).
Created Date To	The ending range of date till which the salesperson is created (Date Format).
Sales Person Type	Use the drop-down list box to select the type of salesperson. The values in the drop-down list box are populated from the “Category” business component. The system displays blank as the default value on launch of the page.
Effective Date From	The date from which the salesperson is active in the OU (Date Format).
Effective Date To	The date till which the salesperson is active in the OU (Date Format).

Note: You can use the pre and post * operator for all the controls except for the date controls in the search criteria.

Click the “Search” pushbutton.

The system displays the following details in the "Search Results" multiline:

Sales Person Code	The code assigned to the salesperson
First Name	The first name of the salesperson.
Middle Name	The middle name of the salesperson.
Last Name	The last name of the salesperson.
Effective Date From	The date from which the salesperson is active in the OU.
Effective Date To	The date till which the salesperson is active in the OU.
Status	The status of the salesperson corresponding to the OU.

Check the “Select” column from the multiline.
Click the “Delete” pushbutton to delete the salespersons corresponding to the selected column.

The status gets updated to “Deleted”.

To proceed carryout the following:

Select the “Edit Sales Person Details” link at the bottom of the “Select Sales Person” page to edit the details pertaining to the salesperson.