In the Salesperson tab, you can enter basic information about the salesperson, including address and telephone numbers. You also specify in the Type field whether this person is a salesperson or broker.

 

Most of the fields on the salesperson tab are intended for informational purposes only and is not used in the entrée system unless otherwise noted.

 

 

 

When System Option #169 "Accept orders for Credit Hold customers and queue for approval" is checked the Customer Credit Manager field is displayed on this tab. See the Customer Credit Manager topic in this section for more information.