Nominal - Sales Staff
INTRODUCTION
In Agility a debtors/trade account can be assigned a Sales Staff but these need to be created first.
CREATINGS SALES STAFF
Navigate to Nominal - Ledger Maintenance - Company Data - Sales Staff
Financial Year: Select the Financial Year
Staff Number: Add a number or name 15 characters max
User ID: From the drop down select the staff
Surname: Auto Populates as this is linked to Users in Security
Forename: Auto Populates as this is linked to Users in Security
After the above is done the following message appears:
Select OK
Then Select OK on the form
Cancel clears the screen and 2nd cancel will close the screen.
In customer details - Analysis tab - Default Salesman
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