Sales > Options menu > Sales Salesperson Codes window
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Sales Salesperson Codes window
 
Sales Salesperson Codes window: General Options tab
Sales Salesperson Codes window: Gift Card Options tab
Sales Salesperson Codes window: Layaway Options tab
Assign a Salesperson Code to each person who will enter a sale in the system.
You can assign a password to each Salesperson Code to control the level of access each salesperson has to the software. You can also use Salesperson Codes to track sales for each salesperson.
Salesperson Code
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.
Description
Enter a description, which might be the salesperson’s name. This description appears in Lookups and on some reports.
Password
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 functions.
 
Setting Up Your Salespeople
Modifying or Deleting Codes