Using this page you can map between salesmen and customers, thus, salesmen can only sell inventory to customers mapped with them;

 

Figure 23 (Salesmen Customer)

 

• The List of predefine Salesmen will be displayed in the Sales Teams block;
• The List of predefined Customers will be displayed in the Customers block;

 

To add a map between a certain salesman and a customer, you need to perform the following steps:

 

• Select the Salesmen you want to map with the customers by checking their checkboxes in the Salesmen block;
• Select the Customer you want to map with selected salesmen by checking their checkboxes in the Customers block;
• Click <Down Arrow>  to map between them;
• To remove the map between a certain Salesmen-Customer you need to select the needed record from the Salesmen Customer block and then click <Up Arrow>

 

Or you can map between salesmen and customers through the Salesman Customer Entry block;

 

Figure 24 (Salesman Customer Entry)

 

• Select the Salesman from the predefined list;
• Select the Customer from the predefined list;
• Select the Status (Active, Inactive)
• Enter the Link Date;

• Once you have done defining the necessary data, click<Save>.

 

Notes:

• The list of Customers is predefined in the Financial system;
• If you selected several salesmen and several customers, each selected customer will be added to each selected salesmen;
• Salesmen can only sell inventory to customers linked to them;