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If you call on customers to take orders on a regular cycle - then you will be using the Daily Sales Run

A Sales Reps Daily Calls

Create the call list

A Sales reps day starts by creating a call list.  This list is created by looking at the rep call cycles in the system

Leads appear in a separate grid

Decide who to call and who to visit

The rep will then go through the list deciding the companies to call rather than visit - either himself or have Telesales call them instead

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Making calls - taking orders and entering Returns

Select the company in the list - the lower area will populate and allow you to get some background.  Before you call - first review the details

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Can create an order or RA directly

Payments and Credit Notes

Go to Debtor and use Action - Create Payment or Credit Note

 The Sales Order

Click on the Place an Order button

Return Authorisations

Return Authorisation Button on Telesales Dashboard

See Managing Returns of Perishable GoodsReturn Authorisations, Supplier Claims, Sale or Return items

Configurations

Setting up a Sales Rep

A sales rep is an employee with the "Sales Rep" flag ticked on.

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Note that the tick box cannot be removed while the sales rep is assigned to customers as the rep.  You must first remove all the customers using the Sales Rep Management Screen - see Sales Rep Management

Junior Sales Reps

An Employee that is ticked as a Sales Rep and who also has a manager cannot be assigned customers

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1. Managers can review and adjust their junior' sales run
2. Managers can assign customer visits from their sales run to their junior
3. Juniors can assign customer visits from their sales run back to their manager

Setup the Roles 

Assign the Junior a Manager

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