Salesmen

In many companies, there exists a group consists of employees who are sales people (Salesmen). These sales people will explore new markets, find and build rapport with new customers. When the business relationships with the customers have been established, the sales people might be required to track the status of orders delivered to their associated customers, or even deliberately create orders for their customers
In this article we will find out how to:
Create Salesmen User group
Allocate Users into Salesmen User group
Associate Customers and Salesmen

Create Salesmen User group

Navigate to Organizations > Group List tab
Please refer to the CRUD functions article to know the general steps about creating single object using web form

Information field	Description & Input
Organization (Required)	1. Description: The Depot or Sun which manages the Salesmen User group being created 2. Input rules: Click on this field. Type the Organization Name or Organization Code of the Depot/Sun into the search bar, then select from the drop down menu
Group Code (Required)	1. Description: The management code assigned to the Salesmen User group being created 2. Input rules: Always input this value: SALESMAN
Group Name (Required)	1. Description: The name assigned to the Salesmen User group being created 2. Input rules: Format: Free-form
Description (Optional)	1. Description: A short description of the Salesmen User group being created 2. Input rules: Format: Free-form

Depending on your business model, you could allow the Salesmen Users to only be able to view orders, or also create orders:

With this configuration, the salesmen users can only view the status of his customer's orders on Mobile app

With this configuration, the salesmen users can also create and edit orders to their customers on Mobile app

You could allocate existing users of a Depot or Sun into the Salesmen User group recently created by doing the following steps:
Navigate to Organizations > User List tab
Filter out the users of the Depot or Sun which you want to allocate, then click on Edit icon of those users
On the User Information screen, click on the Groups field. Type the text Sales in the search bar to filter the Salesmen User group, then select that group from the drop down menu
Next, on the Sales Code field, input the a code assigned to the salesman being created. This code will help the system map the Salesman with his associated Customers
There are some criteria for the Sales code:
All letters must be uppercase and must not contain spaces. For example: salescode001 or SALES CODE 001 is not acceptable; SALES_CODE_001 is acceptable
A salesman can have multiple sales codes. Two adjacent sales codes are separated by a comma. For example: SALES_CODE_01,SALES_CODE_02
Click Save to confirm the change

If you create new salesmen users using Web form, follow the steps described above
If you create new salesmen users using Excel template, you need to pay attention to the following things:
Make sure the value in the Organization Code cell is the Organization Code of the Depot or Sun in which the salesmen being created belong
Input the text SALESMAN into the User Group Code cell
Input the Sales Code of the salesman being created into the Sales Code cell. The criteria described above also applies here
Repeat these steps for other salesmen users

Navigate to Partners > Customer List tab
Click on Edit icon of the customers which you want to associate with Salesmen
On the Edit Customer screen, scroll down and click on More Configurations
Type the Sales Code of the salesman associated with this customer in the Sales Code field
Click Save to confirm the change

If you create new customers using Web form, follow the steps described above
If you create new customers using Excel template, input the sales code of the Salesman you want to associate with the customer being created in the Sales Code cell. The criteria of the code described above also applies when using this method
Note: Multiple customers can have the same sales code, which means they are associated with the same salesman

By now you have fully set up the Salesmen users. Now, your Salesmen can use the Delivery Mobile app to create orders for their customers
To view the instruction on how the Salesmen can read/create/update Orders on Mobile app, please read this article: Salesmen
To view the instruction on how the Web dispatcher can approve the Orders created and submitted by the Salesmen, please read this article: Manage Sales Orders