Salesman Master Help Guide
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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