Salesman Maintenance

This article shows how to use Salesman Maintenance in xRMS. It covers viewing the Salesman file, adding a new salesman, editing an existing salesman, and deleting a salesman.

Salesman Maintenance

Adding a Salesman to the Salesman File

Select the + Add icon. The following screen displays.
Populate all other fields you would like; upon completion, press Save.

Any fields highlighted in red are mandatory fields and need to be populated.

Salesman File – General Screen

Field	Required/Optional	Recommended / Notes
Sales Representative	Required	Identifies the Sales Representative Number.
Salesman Name	Required	Identifies the Route Salesman Name.
Address Line 1	Required	Identifies the Address Line 1.
Address Line 2	Optional	Identifies the Address Line 2.
City	Required	Identifies the City.
State	Required	Identifies the State.
Zip Code	Required	Identifies the Zip Code.
Phone Number	Optional	Identifies the Phone Number.
Social Security Number	Optional	Identifies the Social Security Number.

Editing a Salesman

Select the Pencil icon for the Salesman you wish to edit.
Make the necessary changes.
Select the Save icon. A message confirming the changes to the file is displayed.

Deleting a Salesman

Select the Salesman you wish to delete.
Select the Delete icon.
The question will appear "Delete Salesman"; select Cancel or Delete.