Overview
Sales reps can be activated and deactivated at any time, a sales rep is automatically activated the moment it is created.
Deactivating a sales rep does not remove records of the sales rep from the system, it just cannot be used on any transactions.
Activating a sales rep
Watch this video to see how to activate a sales rep 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.
Activate the sales rep
- Enter Y in the Active text box.
Save the changes
- Click the Accept button.
Deactivating a sales rep
Watch this video to see how to deactivate a sales rep 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.
Deactivate the sales rep
- Enter N in the Active text box.
Save the changes
- Click the Accept button.