This page allows you to search and select the sales team codes for modifying it. The details of the sales team cannot be modified in the Select page. You can directly specify the value of the sales team code you want to modify. Incase you are not sure about the sales team code or if you want to delete multiple sales teams; you can carry out a search by specifying the sales team related details in the search criteria. The search result is displayed in the multiline. You can select the sales team codes from the multiline and delete them.
The link at the bottom of the page allows you edit or delete the sales team.
Select the “Edit Sales Team” link under the “Sales Person” business component.
The “Select Sales Team” page appears.
Enter the following detail:
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Sales Team Code |
The code identifying the sales team (Alphanumeric, 6). This field must not have space or special characters. |
Select the “Edit Sales Team Details” link at the bottom of the page to edit the sales team details corresponding to the specified sales team code.
Enter the following details in the "Search Criteria" group box:
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Sales Team Code |
The code identifying the sales team (Alphanumeric, 6). This field must not have space or special characters. |
|
Sales Team Desc. |
The description of the sales team code (Alphanumeric, 100). |
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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. |
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Created Date From |
The starting range of date on which the sales team is created (Date Format). |
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Created Date To |
The ending range of date till which the sales team is created (Date Format). |
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Sales Team Type |
Use the drop-down list box to select the type of the sales team. 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 |
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Effective Date From |
The date from which the sales team is active in the OU (Date Format). |
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Effective Date To |
The date till which the sales team is active in the OU (Date Format). |
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Status |
Use the drop-down list box to select the status of the sales team. The options available are “Active”, “Inactive” and “all”. The system displays “all” as the default value on launch of the page. |
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:
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Sales Team Code |
The code identifying the sales team Mandatory. |
|
Sales Team Desc. |
The description of the sales team. |
|
Effective Date From |
The date from which the sales team is active in the OU. |
|
Effective Date To |
The date till which the sales team is active in the OU. |
|
Status |
The status of the sales team. |
Check the “Select” column from the multiline.
Click the “Delete” pushbutton to delete the sales teams corresponding to the selected column.
The status gets updated to “Deleted”.
To proceed carryout the following:
Select the “Edit Sales Team Details” at the bottom of the “Select Sales Team” page to edit the details pertaining to the sales team.