The system uses Salesman codes to identify salespeople. Set up a different code for each salesman to track and then apply it to the customer on the Address & Information tab on the Customer Maintenance window.
- On the Salesman Maintenance window, select Create to enter a Salesman. To change a Salesman, select the Salesman and make any necessary changes.
- Enter the Division for the Salesman.
- In the Salesman Code field, enter a unique identifier. This can be up to three numeric characters.
- Enter the Name of the salesperson.
- Choose Save.
