SECTION 220.127.116.11 - SALESMEN
Every Debtor must be associated with a Salesman. This puts the Debtor into a reporting group. The report menu can then isolate or sort by Salesman when printing Debtor records and transactions. Also, HiFinance maintains totals by Salesman that can be viewed and reported.
The SALESMAN MENU is accessed as item 2 from the TABLE MAINTENANCE MENU. On selecting this function, the following will be displayed:
To return to the DEBTOR TABLES MENU, press <ESC>.
Fields available on the SALESMAN file.
SALESMAN CODE This is the Salesman's code. This is the code by which the Salesman will be referenced throughout HiFinance. It is up to 3 characters long. The code may be any alphanumeric sequence (without embedded spaces). . and - are acceptable characters. To make the codes easier to remember, it is usually the Salesman's initials, eg. AL, ABC, etc. Alternatively, it might be a number starting from 1. When using an all-numeric codes take care to make all the codes the same length or they will not sort as expected. (See APPENDIX A.)
NAME The full name of the Salesman. It may be up to 50 characters long. This field must not be left blank.
BRANCH This is a 2 digit field which may be used to specify which branch of your organization the Salesman is attached to. If not used, this field may be left as zero.
PERIOD SALES This is the total of all the sales, split up by period, for all sales attributable to this Salesman.
PERIOD COST-OF-SALES This is the total of all the cost-of-sales, split up by period, for all sales attributable to this Salesman. These fields are accessible by printing the enquiry screen (see SECTION 18.104.22.168).
PERIOD COMMISSIONS This is the total of all the commissions, split up by period, for this Salesman.
BUDGET FOR PERIOD This is an optional field which allows you to define the expected sales for each period. This field is used in certain reports.
BUDGET FOR YEAR This is an optional field which allows you to define the expected sales for a whole year. This field is used in certain reports.
LAST SALE VALUE This displays the value of the last invoice processed for this Salesman.
LAST SALE ON This displays the last invoice date for this Salesman.
MODIFIED ON/AT/BY This displays the last time this record was modified. It is stamped with the date, time and the usercode of person who did the modification.