...

1. Sales Rep

Image Removed

1.1 Summary

After logging in navigate to > Account receivable > Sales representative. 

Shows an overview of sales representatives. 

Image Added

1. New sales representative: Using this function new sales representative can be added.
2. Reset layout: Using this function resets the layout, e.g. when changes have been made using function 5.
3. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added, using the checkbox in front of each option (see image below).
4. Options: Using this function allows for activating/deactivating some of the overview functionalities. This can be done, using the checkbox in front of each option (see image below). Changes are saved, using the SAVE button.
5. Search: The “Search” field can be used to filter the visible sales representatives. The entered search data is applied to the DC links and names of the available accounts. Hence, accounts cannot be found, based on amounts, for example. 
6. Edit: can also double click on the row
7. Remove

Connected tables

_btblNotes linked in Sage but not used in EVO. 

...

Method: Turnover=1 | Profit=2

Validaties

Create 

...

Validations

Create: Linked with BranchId

Read 

None

Update 

None

Delete 

CanRead: None

Update: None

Delete: Can't delete if Sales Rep Id is used in: InvNum.DocRepID, Client.RepId, PostAR.RepId, _btblJCMaster.iSalesRpID. 

Added Possible to add functionality if linked id found: Suggestion: "Do you rather want to set the item on hold?" 

...