1. Sales Rep

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Overview

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

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1. New sales representative: Open modal to create a sales representative. 
2. Export: Export shown data to an excel Microsoft Excel Open XML Format Spreadsheet file.
3. Column chooser: Manage the visible columns. 
4. Options: Manage data grid settings and functionalities.
5. Search: Enter a search filter to search through all sales representative columns for the given filter. E.g. a first name, part of the address or bank account.
6. Edit: Edit a sales representative; can also double click on the row to trigger the edit. 
7. Remove: Remove the sales representative. 

Edit / Create sales representative

Image Removed

Connected tables

_btblNotes linked in Sage but not used in EVO. 

Data 

OnHoldOn hold: Y=true | N=false

Method: Turnover=1 | Profit=2

Validations

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