Overview
All information for the sales rep can be edited except for the rep code.
Note that sales rep records are locked while they are being edited and access to that specific record will be denied to all other users during this period.
Step-by-step Guide
Watch this video to see how to edit sales rep information or follow the steps below it.
Navigate to the correct window
- Navigate to Inventory / Sales Reps / Sales Rep Maintenance.
Call up the appropriate sales rep
- Enter (or select) the appropriate sales rep code in the Rep Code text box.
Make the required changes
- Make the required changes, all of the fields can be edited except for the rep code.
Save the changes.
- Click the Accept button.