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Employee View

Employees Tab
On this tab you maintain your sales people. We have included some sales people in the sample data included with your program.  All employee information such as, address, phone number, fax number, e-mail address, and purchase order information is located here.

Customize Your PO #
You can customize how your PO number is automatically formatted by adding your initials to the POInitials, the number you’d like to start use to format your PO, etc. For example, if you use the initials of WW and a PO Start Number of 1 and today’s date is July 28, 2000, your PO number would automatically be WW0728001 for the first PO of your day.

Territory Codes
This is also the location where you can tell WOW if you use territories associated with your employees. Some companies use their sales representatives for specific customers. If your company does this, make sure each customer is properly coded for the territory they belong to. In the WOW sample data, we have used territory codes of T1, T2, and T3 to signify three different territories. Look at the customer table to see this for yourself.

Use Territory Codes To Auto-Select Sales People
To "map" the territory to the appropriate salesperson, use the territory table on the Employee tab to connect the salesperson to the territory. In our sample data, Johnson has territory T!, Jones has territory T2, and Smith has territory T3. When a customer with territory T1 is selected in New Order, Johnson will automatically be selected as the appropriate salesperson and his PO will automatically be formatted according to his PO preferences.