SalesCS > Sales > Options menu > Sales Salesperson Codes window
 
Sales Salesperson Codes window
Assign a Salesperson Code to each person who will enter sales 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, such as 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 activity.
 
Published date: 11/22/2021