Daily Sales Run Training

Table of Contents

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

Step-by-step guide

1. 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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2. 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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3. The rep can view the planned visits on the Map to help with this planning
   1. Then the rep can start calling / visiting customers
      1. Select the company in the list - the lower area will populate and allow you to get some background
      2. Before you call - first review the details 
      3. Call and ask for a payment
         1. Go to Debtor and use Action - Create Payment
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 The Sales Order

1. Click on the Place an Order button
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Return Authorisations

1. Return Authorisation Button on Telesales Dashboard
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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

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