View Sales Person – Main information

Activity overview

Unified Glossary

Basics of using Ramco Enterprise series web page

Using online help

This page allows you to view the details pertaining to the salesperson, which includes sales person code, sales person type, employee code, first name, middle name, last name, effective date from, effective date to, target code, target description, territory code, territory description, reason code and reason description. You can also view the personal details of the salesperson.

The “View Sales Person – Main information” page appears.

The system displays the following detail:

Status

The status of the salesperson.

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.

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.

Effective Date To

The date till which the salesperson is active.

Sales Person Type

The type of salesperson.

Preferred Sales Channel

The flow in which the goods move from the salesperson to the customer.

Target Code

The code identifying the target set for the salesperson.

Target Desc.

The description of the target code.

Territory Code

The code identifying the territory from where the salesperson operate.

Territory Desc

The description of the territory code.

Reason Code

The code identifying the reason for activating or deactivating the salesperson.

Reason Desc.

The description of the reason code.

The system displays the following "Personal Information" group box:

Address Line 1

The first line of the address of the salesperson

Address Line 2

The second line of the address of the salesperson

Address Line 3

The third line of the address of the salesperson

City

The name of the city.

State

The name of the state.

Country

The name of the country.

Zip

The zip code identifying the address area.

Phone 1

The phone number of the salesperson.

Phone 2

The alternate phone number of the salesperson, if any.

Fax

The fax number of the salesperson.

E-Mail

The e-mail id of the salesperson.

URL

The uniform resource locator for the e-mail id.

The system displays the following details:

Created By

The login user ID of the person who has created the “Sales Person” component.

Created Date

The date on which the “Sales Person” component is created.

Last Modified By

The login user ID of the person who has last modified the “Sales Person” component.

Last Modified Date

The date on which the last modification is done.