It is important to capture the consultant code when invoicing so that the commission earned by each consultant can be properly recorded and allocated.
To load/change a consultant :
New consultants can be created from the Main Menu, Setup, Consultants, Internal Consultant :
The Following buttons will allow the user to select a function.
|Create a new consultant|
|Open an existing consultant, and change the consultant’s details|
|Delete an existing consultant|
|Search for a specific consultant.|
|Close the current screen.|
To create a new consultant select the / .
|Key||Enter a unique reference (Key), normally using the Consultant’s initials.|
|Deactivate||Ensure that the tick is removed if the consultant’s status is active.|
|Name||Enter the consultant’s name.|
|Group||[Optional] Enter the consultants’ Group|
|[Optional] Enter the consultants’ email address|
|Tel||[Optional] Enter the consultants’ telephone number|
|Fax||[Optional] Enter the consultants’ fax number|
|Client Type||Select the Consultants client type which he/she will deal with primarily. Our drop-down list will allow the consultant to choose between Leisures/Debtors clients.|
|Save||Click on once all the consultant’s information is added.|
|Cancel||At any time may the user abort the current action by clicking on the button.|