Change or remove a salesperson

You can change salesperson information and remove salespeople at any time.

To change or remove a salesperson

1. Open the Salesperson (SLPN) page.

   a. Select Sales Management > Master Data > Salesperson.

   Or

   b. Search for SLPN or Salesperson in the Navigation box and then select Salesperson.

   The Salesperson (SLPN) page appears.

2. Select the salesperson:

   a. On the toolbar, click Search.

   b. Enter the first letters of the salesperson’s name in the Name field.

   c. Click Search.

   The Browse For Salesperson window appears.

   d. Select the required row and click Select.

   Click Cancel to exit from the Browse For Salesperson window.

   The values are auto populated in the respective fields.

   If only one salesperson matches your search, Made2Manage displays your record. Otherwise, Made2Manage shows you all salespeople that match the search. Double-click the desired salesperson to open the record.

3. To change salesperson information:

   a. Make your changes. To add a new commission code, see the Related Information

   b. On the Toolbar, click Save to keep the changes.

   Or click Cancel to discard the changes.

4. To remove the salesperson:

   a. On the toolbar, click Delete.

   A message, Preparing to delete this information. Are you sure? appears.

   b. Click OK to delete.

   Or click Cancel to retain the sales order.

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