Setting Up a Sales Person

Setting Up a Sales Person

You can assign a Sales Person to an Account and track sales, units and remakes by Salesperson using the Sales by Sales Person Report.

To get started, log into the VisualDLP Order Management module, then:

  1. Click on the People menu item
  2. Click on Employees
  3. Add a new Employee record for the Sales Person
  4. Click the Save button

Assigning Salespeople to Accounts

Sales People are Assigned to Accounts by updating the Sales Person value in the Account.
  1. Click on the Financial menu in the left menu
  2. Click on Accounts
  3. Search for the Account you want to add the Sales Person to
  4. Open the Account 
  5. Click on Account Settings
  6. Set the Sales Person selection





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