Maintaining Salesperson Information

The software maintains a list of your sales people for reporting and commission purposes as well as ease of entry during deal processing. Whenever you hire a new salesperson, you can enter them through the Staff Maintenance window. This will ensure the consistency of name entry and accuracy of reporting.

To access the Staff Maintenance window, click Maintenance in the menu bar and select Salespeople from the drop-down menu.

The software will display the Staff Maintenance window. From here you can delete staff, add staff, or edit existing staff.

Deleting staff

To delete staff from the listing, click on the staff entry in the listing to select that line. Click the Delete Staff button. When finished, click the Save/Exit button.

To add staff to the listing, click the Add Staff button. The program will add a new, blank line to the end of the listing.

Enter the appropriate information into each field.

• Name: This is the staff member name. This information is required.
• ID Number: This is a unique identifying number for the staff member. You can use the staff member's Social Security number or some other identifying number. This information is required.
• Initials: This is the staff member's initials. This information is optional.
• Misc: This is a miscellaneous description field for you to use as you choose. This information is optional.

When finished, click the Save/Exit button.