Edit Sales Person

Edit Sales Person Details

This page allows you to edit the details pertaining to the salesperson. You can modify the details pertaining to the salesperson corresponding to the sales person code. This page also allows you to delete the salesperson corresponding to the sales person code.

Select the “Edit Sales Person Details” link at the bottom of the “Select Sales Person” page.

The “Edit Sales Person Details” page appears.

The system displays the following detail:

Status

The status of the salesperson. The status must be “Active”.

The system displays the following details in the "Sales Person Details" group box:

Sales Person Code	The code identifying the salesperson.
Employee Code	The employee code of the salesperson.
Sales Person Registered At	The OU at which the sales person is registered.

Modify the following details from the "Sales Person Details" group box:

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 (Date Format) Mandatory. This field must be less than or equal to the “Effective Date To” field.
Effective Date To	The date till which the salesperson is active (Date Format).
Sales Person Type	Use the drop-down list box to select the type of salesperson Mandatory. The values in the drop-down list box are populated from the “Category” business component.
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.
Target Code	The code identifying the target set for the salesperson (Alphanumeric, 6).
	Help facility available.
	Press <enter> key

The system displays the following detail:

Target Desc.

The description of the target code.

Modify the following field:

Territory Code	The code identifying the territory from where the salesperson operate (Alphanumeric, 6).
	Help facility available.
	Press <enter> key.

The system displays the following detail:

Territory Desc.

The description of the territory code.

Modify the following details from the "Personal Information" group box:

Address Line 1	The first line of the address of the salesperson (Alphanumeric, 40) Mandatory.
Address Line 2	The second line of the address of the salesperson (Alphanumeric, 40).
Address Line 3	The third line of the address of the salesperson (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 country (Alphanumeric, 40) Mandatory.
Zip	The zip code pertaining to the address (Alphanumeric, 20) Mandatory.
Phone 1	The phone number of the salesperson (Alphanumeric, 18) Mandatory.
Phone 2	The alternate phone number of the salesperson, if any (Alphanumeric, 18).
Fax	The fax number of the salesperson (Alphanumeric, 40).
E-Mail	The e-mail id of the salesperson (Alphanumeric, 60) Mandatory.
URL	The uniform resource locator for the e-mail id (Alphanumeric, 50).

Click the “Delete” pushbutton to delete the salesperson.

The status gets updated to “Deleted”.

Click the “Edit Sales Person Details” pushbutton to save the modified details.

The system displays the following details:

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 is created.
Last Modified By	The login ID of the user who has last modified the “Sales Person” business component.
Last Modified Date	The date on which the last modification is done.