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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
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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
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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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If you send a call to Telesales - it will remain in your "Not Completed" list until Telesales have a call outcome.
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The Address showing will be the delivery address. Any address flagged as Delivery/Sales will take preference, then delivery address |
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
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. Before you call - first review the
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details
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
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Return Authorisations
Return Authorisation Button on Telesales Dashboard
See Return 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.
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
They can be assigned visits
- Managers can review and adjust their junior' sales run
- Managers can assign customer visits from their sales run to their junior
- Juniors can assign customer visits from their sales run back to their manager
Setup the Roles
Assign the Junior a Manager
Related articles
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