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Auto Generate Sales Person Code
Auto Generate Sales Person Code
Configure to automatically generate SalesPerson code without the need to manually input code
Christian Wijaya avatar
Written by Christian Wijaya
Updated over a week ago

If you have a massive sales team in the field, it will be tough to enter a SalesPerson code every time you need to add a new SalesPerson. We provide additional configurations to automatically generate a SalesPerson code when adding a SalesPerson contact. You would get a more detailed explanation in the tutorial below.

Table of Content :

I. Activate Configuration

Step 1. Go to Setup, Click More Menu, then Select Module

Auto Generate SalesPerson Code - Activate Configuration

Step 2. Go to Contact Tab, then Enable Sales Person Code Generator

In the SalesPerson code generator configuration, you can switch it to Yes, then click Save.

Auto Generate SalesPerson Code - Enable Sales Person Code Generator

II. Configure Starting Number

Step 1. Go to Setup, Click More Menu, then Choose Generator

Auto Generate SalesPerson Code - Configure starting number

Step 2. Input Starting Number, then Click Save

Auto Generate SalesPerson Code - Input starting number

Congratulations! For now, the SalesPerson code will be automatically generated.

You might also like to read this article :

If you have a lot of Sales Person and need to generate the Sales Person code automatically, DealPOS can fulfill your needs. Try it for free for 14 days by clicking the image down below :

DealPOS Demo

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