How to Create, Edit and Delete Agent

How to Create, Edit, and Delete Agent

Overview:

Agent is a form where you can maintain the salesperson, a person whose job is to sell products and services in the company. This function is useful for generating various reports related to accounts receivable.

Procedure:

How to Create Agent

1. Go to the Navigation pane > Account Receivable > Agents

2. In the Agent List View, click Add

3. Supply the fields with data:

• Agent #: This is a compulsory field with maximum alphanumeric length of 20.

• Name: This is a compulsory field which you need to indicate the name of the agent.

• Active: This is a function to set if an area is still used. If an area will not be used anymore, disable the toggle to make it inactive.

• Default

• Gender

• Mobile

• Email Address

• Salary

• Default Team

• Date Joined

• Date Left

• Remarks

4. Once done, click Save or Save and Close

How to Edit Agent

1. In Agent List View, Select the Agent, then click Code to edit.

2. Then supply the fields that need to be edited. Once done, click Save or Save and Close.

How to Delete Agent

1. In Agent List View, Select the Agent then click Delete.

2. When the confirmation message prompts, click Yes.

Application:

Agents can now be used for customer maintenance.

System Scope: QNE AI Cloud Accounting / N3 AI Accounting