1. Sales Rep

1.1 Summary

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

Shows an overview of sales representatives. (Shown in the next figure)

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

Connected tables

_btblNotes linked in Sage but not used in EVO. 

Data 

OnHold: Y=true | N=false

Method: Turnover=1 | Profit=2

Validations

Create: Linked with BranchId

Read: None

Update: None

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

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