Salesperson Maintenance

The SalesPerson Maintenance screen is used to add, update, and manage salesperson records within the system. Each salesperson can be assigned a code, login credentials, occupation details, and security level

Screen Overview

• Sperson
  A unique code identifying the salesperson. This is a required field.
• Name
  The full name of the salesperson.
• Password
  The login password for the salesperson. This will be required if you allocate a security level 4 or above.
• Occupation
  The role or job title of the salesperson.
• Security
  A numeric level controlling the user’s access rights in the system. Higher values typically grant greater access. as a rule, 3 for sales staff, 5 for stock controllers, 6 for a manager.
• Email
  The salesperson’s email address. This may be used for system notifications, customer communications, or reporting.

Function Keys and Buttons

• F2 Search 🔍
  Opens the search window to locate an existing salesperson record.
• F4 Add ➕
  Creates a new salesperson record.
• F9 Save 💾
  Saves the current record.
• Esc Exit ⬅️
  Exits the Salesperson Maintenance screen.

Usage Notes

1. Always ensure the Sperson code is unique. Duplicate codes will not be accepted.
2. Assign an appropriate Security level to control system access. 
3. Click F9 Save after making any changes to ensure data is recorded.
4. Use F2 Search before adding a new salesperson to confirm they do not already exist in the system.