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This page allows you to edit the details pertaining to the sales team. You can modify the details pertaining to the sales team. This page also allows you to delete the sales team corresponding to the sales team code.
Select the “Edit Sales Team Details” at the bottom of the “Select Sales Team” page.
The “Edit Sales Team Details” page appears.
The system displays the following detail:
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Status |
The status of the sales team. The status must be “Active”. |
The system displays the following detail in the “Sales Team Details” group box:
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Sales Team Code |
The code identifying the sales team. |
Modify the following details from the "Sales Team Details" group box:
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Sales Team Desc. |
The description of the sales team code (Alphanumeric, 100) Mandatory. |
The system displays the following detail:
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Sales Team Registered At |
The OU at which the sales team is registered. |
Modify the following details:
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Effective Date From |
The date from which the sales team is active in the OU (Date Format) Mandatory. |
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Effective Date To |
The date till which the sales team is active in the OU (Date Format). This field must be greater than the “Effective Date From” field. |
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Sales Team 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. |
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Sales Channel |
Use the drop-down list box to select the type of sales channel Mandatory. The values in the drop-down list box are populated from the “Category” business component. |
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Target Code |
The code identifying the target set for the sales team (Alphanumeric, 6). |
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Help facility available. |
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Press <enter> key. |
The system displays the following detail:
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Target Desc. |
The description of the target code. |
Modify the following field:
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Territory Code |
The code identifying the territory from where the sales team operates (Alphanumeric, 6). |
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Help facility available. |
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Press <enter> key. |
The system displays the following detail:
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Territory Desc. |
The description of the territory code. |
Modify the following detail from the "Sales Person Details" group box.
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Sales Person Code |
The code identifying the salesperson (Alphanumeric, 6) Mandatory. The sales person code must not have any special characters or spaces in between. |
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Press <enter> key. |
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The system populates the following details:
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First Name |
The first name of the salesperson. |
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Middle Name |
The middle name of the salesperson. |
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Last Name |
The last name of the salesperson. |
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Effective Date From |
The date from which the salesperson is active in the OU. |
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Effective Date To |
The date till which the salesperson is active in the OU. |
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Status |
The status of the salesperson. The status must be “Active”. |
Click the “Delete” pushbutton to delete the salesperson.
The status gets updated to “Deleted”.
Click the “Edit Sales Team Details” pushbutton to save the modified details.
To proceed carryout the following:
Select the “Specify Credit Allocation / Sales Target” link at the bottom of the page to specify the credit percentage allocated and sales target details to the sales persons.
The system displays the following details:
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Created By |
The login user ID of the person who has created the “Sales Person” business component. |
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Created Date |
The date on which the “Sales Person” business component is created. |
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Last Modified By |
The login user ID of the person who has last modified the “Sales Person” business component. |
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Last Modified Date |
The date on which the last modification is done. |
