Setup Sales Person or Customer Agent in Cloud Accounting

Created by Shirley Choong, Modified on Sat, 30 Sep 2023 at 08:36 PM by Shirley Choong

Agent is one of the prerequisites for setting up customers, which is also known as Sales Persons in the company, are responsible for receiving orders from customers. 

In the navigation pane, go to Accounts Receivable, and click on Agents.

 

On top of the list view showing all existing Agents, click “Add” to create a new agent. 

The system shall display a NEW screen to allow you to fill in the information of the new agent. Enter the Agent code, which will serve as a unique code for each agent, along with their name.

 

Next, indicate the gender and provide optional details such as mobile number, email address, salary, default team, date joined, and remarks..


Additionally, you can toggle the 'Default' button to set this agent as the default option when creating a customer. Use the 'Toggle' button to indicate if the agent is a Manager. Once you are done, click on 'Save'

 

Agents that are not used in Maintenance and Transaction can still be deleted by going back to the Agent list view and ticking the desired agent for deletion.

A confirmation message will be prompted, click “Confirm Delete” to proceed.

 


For those Agents that are used in Maintenance and Transaction you may opt to Deactivate it the agent instead, so that it will no longer be used in any forms. Go back to the Agent list view and open the Agent details by clicking the code 

Click Edit and Toggle OFF Active.

 

 

Once done, click ‘Save’

 

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