HiFinance
5
SECTION
7.2.1.2 - SALESMEN
Every Debtor must be associated with a Salesman.
This puts the Debtor into a reporting group. The report menu can then isolate
or sort by Salesman when printing Debtor records and transactions. Also, HiFinance
maintains totals by Salesman that can be viewed and reported.
The SALESMAN
MENU is accessed as item 2 from the TABLE MAINTENANCE MENU. On selecting
this function, the following will be displayed:
To return to the DEBTOR TABLES MENU,
press <ESC>.
Fields
available on the SALESMAN file.
Name Comments
SALESMAN CODE This is the Salesman's code. This is the code by
which the Salesman will be referenced throughout HiFinance. It is up to 3
characters long. The code may be any alphanumeric sequence (without embedded
spaces). . and - are acceptable characters. To make the codes easier to remember, it is
usually the Salesman's initials, eg. AL, ABC, etc. Alternatively, it might be a number starting from 1. When using an all-numeric codes take care to make all the codes the
same length or they will not sort as expected. (See APPENDIX A.)
NAME The full name of the Salesman. It may be up to 50
characters long. This field must not be left blank.
BRANCH This is a 2 digit field which may be used to specify
which branch of your organization the Salesman is attached to. If not used,
this field may be left as zero.
PERIOD SALES This is the total of all the sales, split up by
period, for all sales attributable to this Salesman.
PERIOD COST-OF-SALES This is the total of all the cost-of-sales, split up
by period, for all sales attributable to this Salesman. These fields are
accessible by printing the enquiry screen (see SECTION 7.2.2.1).
PERIOD COMMISSIONS This is the total of all the commissions, split up
by period, for this Salesman.
BUDGET FOR PERIOD This is an optional field which allows you to define
the expected sales for each period. This field is used in certain reports.
BUDGET FOR YEAR This is an optional field which allows you to define
the expected sales for a whole year. This field is used in certain reports.
LAST SALE VALUE This displays the value of the last invoice
processed for this Salesman.
LAST SALE ON This displays the last invoice date for this
Salesman.
MODIFIED ON/AT/BY This displays the last time this record was
modified. It is stamped with the date, time and the usercode of person who did the modification.
