Sales Agents

Navigate to Sales Agents#

• Access the Partner Management sub-module of the Finance module from the left sidemenu as shown in the fig1 below.
• Click on Sales Agents as shown in the fig1 below.

• This displays a list view of Sales Agents.

Filter Sales Agents#

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • Status: dropdown list of status types.

Create a Sales Agents#

• To create a sales agent, hit the Create button in the toolbar area and populate the form fields.

• The following are some of the fields that needs to be populated:

  • Agent Name
  • Agent Code

• You also need to populate the fields in the following tabs:

  • Address
  • Contact Details
  • Related Parties
  • Location

• After filling out the forms, hit the Save and Close button.

View a Sales Agent#

• From the list view, click on the ID of the sales agent to view it

Edit a Sales Agents#

• From the list view, select the sales agent you want to edit by clicking on a radio button
• Click the edit button to edit the sales agent you just selected

• After editing, save the changes.

Delete a Sales Agent#

• From the list view, select the sales agent you want to delete using the radio button
• Click on the Delete button to delete the sales agent

Activate a Pending Sales Agent#

• When you create a sales agent, it status will be pending
• To activate the newly created sales agent, search for the sales agent using the search filter
• Then click the Activate button to activate the sales agent (it status will change to Active)

Deactivate an active Sales Agent#

Only an active sales agent can be deactivated

• To deactivate an active customer, search for the sales agent using the search filter
• Then click the Deactivate button to deactivate the sales agent

Merge Sales Agents#

Two sales agents can be merge together

• To merge 2 sales agents into a sales agent, select the first sales agent by clicking on the radio button
• Then click the ellipsis(…) in the tool bar area, then click the merge button

• Specify the parameters for both;
  • DeleteSource
  • Source
• Hit the execute button