This function allows you to maintain Sales Agent of your company. Sales agent is usually assigned to specific customer or transaction entries.
To access Sales Agent, click on the Master Data icon > Sales Agent.
Creating a new Sales Agent
To create a new Sales Agent, click on the “+New” button.
Fields
Active: Indicate if Sales Agent is still active. Unticking this will cause you unable to select this Sales Agent for your customer or entries.
Sales Agent: Key in your Sales Agent code.
Description: Key in Sales Agent description. Example: Jae Sen.
Alternate Description: Key in Sales Agent alternative description.
Signature: Upload signature image of Sales Agent. This can be used as a digital signage of the agent on computer generated bills if required.
Click “Save” to commit the changes once you had done keying in or editing the required information.