> > >
Use this form to create and maintain sales units. A sales unit comprises a manager and salespeople. When you create reports or graphs for management statistics, data might be accumulated for a selected sales unit or for individual salespeople.
Navigating
the form
The following tables provide descriptions for the controls in this form.
Filtering records
|
Filter |
Description |
|---|---|
|
|
Select the organization type ( , or ) to filter the form by sales units of the selected type. |
|
|
Display only the active sales units in the form. This is only possible if you also select . |
|
|
Display the sales units in a tree control view instead of the grid view. Clear this check box to revert to the grid view. |
Tabs
|
Tab |
Description |
|---|---|
|
View or edit the sales units in the system, their managers, the parent sales unit, and whether the sales unit is active. |
|
|
View or edit more detailed information about the active sales unit and the organizational type of the active sales unit. |
Buttons
|
Button |
Description |
|---|---|
|
|
Open the form, and add personnel to sales units or edit personnel information. |
|
|
Open the form and add or edit a responsibility. |
|
|
Open the form and add or edit a responsibility assignment. |
Fields
|
Field |
Description |
|---|---|
|
|
A team of employees that is responsible for a common sales target. |
|
|
The parent ID of a sales unit. |
|
|
A detailed description of the item. |
|
|
Select the salesperson responsible for the sales unit. |
|
|
This check box is selected if the organization is considered active. |
|
|
The type of organization ( , or ). |
