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SugarCRM

If ticked / activated , enables the Bowens SugarCRM functionality and displays additional fields to complete.


The Sales Rep Maintenance option allows you to maintain Sales Representatives within your Frameworks system.

Refer to the following processes for further information:


Accessing Sales Rep Maintenance

To access Sales Rep Maintenance, perform the following:

1. Click  then type Sales Rep Maintenance (or select Sales Rep Maintenance from within the System Administration - System Tables navigation tree).


Searching for existing Sales Reps

To searching for existing Sales Reps, perform the following:

1. Click  then type Sales Rep Maintenance (or select Sales Rep Maintenance from within the System Administration - System Tables navigation tree).

2. Type the Sales Rep ID into the Sales Rep Id field and/or type the name of the Sales Rep in the Name field, then click , alternatively, click to search for all Sales Reps.


Adding a new Sales Rep

To add a new Sales Rep, perform the following:

1. Click  then type Sales Rep Maintenance (or select Sales Rep Maintenance from within the System Administration - System Tables navigation tree).

2. Click .

3. Type a unique Sales Rep number into the Sales Rep ID field.

(info) If you do not type a unique number, an error message"SalesRep ID already exists" will appear.

4. Type the first and last name of the Sales Rep into the Name field.

5. If applicable, type the phone number and mobile phone number of the Sales Rep into the Phone and Mobile fields.

6. If applicable, type the commission rate as a percentage (without the % field) into the Commission field.

7. If the Bowens SugarCRM functionality has been activated, also complete the following additional fields:

i. Type the classification of the Sales Rep into the Type Sales Rep field.

ii. Select the branch the Sales Rep belongs to via the drop down arrow  in the Branch field.

iii. Tick the Active check box to indicate the Sales Rep is active & to be reported on.


8. Click .


Copying an existing Sales Rep

To copy an existing Sales Rep, perform the following:

1. Click  then type Sales Rep Maintenance (or select Sales Rep Maintenance from within the System Administration - System Tables navigation tree).

2. Find the Sales Rep you would like to copy the details for. Refer to Searching for existing Sales Reps for further information.

3. Click .

4. Type a unique Sales Rep number into the Sales Rep ID field.

5. Make any further changes as needed, then click .


Maintaining a Sales Rep

To maintain an existing Sales Rep, perform the following:

1. Click  then type Sales Rep Maintenance (or select Sales Rep Maintenance from within the System Administration - System Tables navigation tree).

2. Find the Sales Rep you would like to maintain. Refer to Searching for existing Sales Reps for further information.

3. Make your changes, then click .


Deleting a Sales Rep

To delete an existing Sales Rep, perform the following:

1. Click  then type Sales Rep Maintenance (or select Sales Rep Maintenance from within the System Administration - System Tables navigation tree).

2. Find the Sales Rep you would like to delete. Refer to Searching for existing Sales Reps for further information.

3. Click .

4. Click .