Creating a New Salesman

Who can create a Salesman record?

To create a new salesman record your user account must have the Edit Sales Rep box checked, or your user record must show that you are a super user or a MasterQ Manager.  (Other Agenda Development programs may also give access to these features in their user set-up procedures.)

 

More information about setting User abilities is available here.

 

If your user account does not have the proper authorization to make these changes, then New Salesman button shown below will be disabled.

 

Creating a Salesman record

The easiest way to add a new salesman record is to press the shortcut button at the top of the MasterQ window.

 

If you prefer, you could use the Browse|Sale Reps command from the main menu and press the Insert key.  In either case, you will then see the blank Sales Rep record.  The salesman number is automatically assigned for you. 

 

TIP:  Set up salesman number 1 as your House account.  This is the "sales rep" that will be assigned if no other entry is made.

Watch a video showing how to add a sales rep here.

 

Each salesman requires a unique name.  Other fields are optional.  Some fields may be used by other Agenda Development programs.