Enter a Salesperson Code of up to six characters. You might, for example, use a salesperson’s initials as the Salesperson Code. This code appears in the Lookup and on some reports.

Enter a description, such as the salesperson’s name. This description appears in Lookups and on some reports.

Enter a password for this salesperson. This password is case-sensitive. The password allows you to control the level of access each salesperson has to the software and prevents unauthorized activity.