Select Sales Team

Activity overview

Unified Glossary

Basics of using Ramco Enterprise series web page

Using online help

This page allows you to search and select the sales team code. The details of the sales team can be viewed. You can directly specify the value of the sales team code you want to view. Incase you are not sure about the value of the sales team code; 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 code from the multiline and view its details.

The “Select Sales Team” page appears.

Sales Team Code

The code identifying the sales team (Alphanumeric, 6). This field must not have space or special characters.

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).

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.

Created Date From

The starting range of date on which the sales team is created (Date Format).

Created Date To

The ending range of date till which the sales team is created (Date Format).

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.

Effective Date From

The date from which the sales team is active in the OU (Date Format).

Effective Date To

The date till which the sales team is active in the OU (Date Format).

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.

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

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.

To proceed carryout the following: