Sales Taker

A sales taker is a person who takes orders from customers: an order booker or salesman.

Where

Organizational Structure › Sales Structure (OSTK)

Who uses it

The implementation consultant or the system administrator

When

Once, while the company is being set up, and whenever a new one is needed

Needs first

Nothing

What it is for

Sales takers are picked on sales orders and invoices. Picking an Employee copies the employee code into the Sales Taker code, so the two records share one code.

Every field in plain words

General

Field	What it means	What to put
Sales Taker	The code of the sales taker.	Typed on New, or filled from Employee.
Name	The name of the sales taker, shown next to the code wherever it is picked.	Required.
Employee	The employee who is this sales taker, when the HR product is used.	Pick an employee; the code is copied into Sales Taker.
Block	Stops the sales taker from being used.	Tick to block. A blocked record drops out of the pick lists other screens use.

How to configure it

Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.

What it is connected to

• Picked on Project Quotation in Assets and projects.
• Picked on Sales Budget in Cash and bank.
• Picked on Customer Invoice in Receivables.
• Picked on Commission Plan, Opportunity in Sales.
• Set up a new company - where this screen fits in the setup order.

If something looks wrong

• Nothing on this screen refuses a save beyond the required fields.