Salesman Master Help Guide

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 How to Create/Modify/Delete Salesman in Chanakya ERP

Create/Add New Salesman
  • Click on Salesman Master in Master Menu to open Salesman master option as shown in below image.
  • Enter/select appropriate Information/Value in field shown in above image.
  • Description of each field is given below.
  • Salesman Code (*): Enter an unique code for party which you want to create like 1,2,3 or short form of Salesman name etc.
  • Salesman Name (*): Enter the name of Salesman as their registered name.
  • Address : Enter address.
  • City : Enter city name.
  • Pin Code : Enter 6 digit pin code.
  • District : Enter district name.
  • State (*): Select correct state name. 
  • Phone No. : Enter Phone No.
  • Mobile No. : Enter 10 digit valid Mobile No. 
  • Email Id : Enter correct Email Id.
  • PAN No. : Enter PAN No. of Salesman.
    • Status (*) : Select "Active" as status for create new Salesman.
  • Now Click on "Add" Button to create this Salesman.
    • When Salesman will successfully created/Added then a message will appear like below image.

  • Click on OK button to View the added salesman

Modify / Deactivate (Delete) Salesman

  • Click on Salesman Master in Master Menu to open Salesman master option shown below.

  • Double click on salesman List which you want to modify or deactivate from the list as shown in above image. 
  • Then change the Information as per requirement/need.
  • To deactivate Salesman
    • Status (*) : Select "Deactive" as status for deactivate Salesman from reporting.
  • Click on Save Button to save the changes.
    • When Salesman will successfully Updated then a message will appear like below image.

  • Click on OK button to see the changes.

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