Sales (Employee) Teams

This Help File Page was last Modified on 06/11/2016

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Sales (Employee) Teams

This Help File Page was last Modified on 06/11/2016

The Sales (Employee) Team Form is used to identify the "Sales Teams" that may exist within your Company.

Note: The Terms: "Sales Team" and "Employee Team" may be used interchangeable within these Help Files.

If this Sales (Employee) Team concept is used within your Company, each Commission Eligible Salesperson or Technician should be assigned to a Sales Team (referred to as the Employee Team in the illustration below) using the Drop-Down Selection List provided in the Accounting sub-tab on the Security tab of the Employee Form.

 

HelpFilesEmployeeFormSecurityTabEmployeeTeam

 

To define these Employee Teams open the Sales Teams Form:

a)From the Backstage Menu System Select Maintenance and Choose the General option, then select the General Maintenance option which displays the secondary Maintenance Menu, or

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the secondary Maintenance Menu.

 

Locate the Receivables sub-section and and Choose Sales Teams.

 

HelpFilesEmployeeTeams

Sales Teams Form

 

This Sales Team Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.

 

Navigation Menu - The Navigation Menu is located at the top of the Sales Team Form.

 

HelpFilesNavigationBar-Generic

This Navigation Menu provides the normal Record Movement, plus Add, Delete, Cancel, Save, Refresh, and List options.

 

Record Editing View - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Sales Team Form.

 

HelpFilesEmployeeTeamsRecordEditingView

Sales Teams Form Record Editing View

 

To define a Sales Team which will be used as part of the Commission tracking system:

Click the HelpFilesNavigationMenuNewIcon to start a Sales Team entry in the Record Editing View.

ID - This is the system record number which will be assigned as the Sales Team record is initially saved.

Name - Enter the Name of this Sales Team.

oThe Name may up to 60 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks.

Notes - Provided any additional information to further identify the purpose, territory, make-up, etc., of the Sales Team.

oThe Note may up to 80 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks.

Click the HelpFilesNavigationMenuSaveIcon to record this Sales Team entry.

Any number of additional Sales Teams may be created, as needed.

 

HelpFilesNavigationMenuGrid-PrintIconList Icon - The Navigation Menu also has a List option which provides a tabular view of these Sales Team records.

 

HelpFilesEmployeeTeamsGridView

Sales Team Form - List View

 

Click the List Icon to display the associated Grid Data.

The columns of Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.

 

HelpFilesGridFind&ClearOptions

 

Find - Enter text to search for a specific record, then Click the Find option.

Clear - To remove the text to search for entry, Click the Clear option

 

HelpFilesNavigationMenuGrid-PrintIconWithOptions

Navigation Menu shown with the List Options for Export & Print

 

Click the List Icon again to Close the List View and return to the Record Editing View.

See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.