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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.
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