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Representatives

The optional substitute administration contains a master data administration for the representatives, a substitute settlement and a substitute statistics.

Field description

Agent fields on the "General" tab

Agent Mask

Match (alphanumeric, unique, max. 40 characters)
The substitute is uniquely identified by the Match field. This field is available in the selection boxes for addresses and ordering. The field accepts only capital letters and converts umlauts to single letters like Ö to OE etc.

Name1, Name2, Name3 (alphanumeric, max. 40 characters) address
fields of the substitute. When printing, it is usually possible to use the variables PrintName1, PrintName2 and PrintName3 in addition to the variables Name1, Name2 and Name3. These always fill in the fields from below, regardless of the entry in this screen. This prevents blank lines from appearing in postal addresses in the Street field.

Street (alphanumeric, max. 40 characters)
The street name incl. the house number

Country (alphanumeric, max. 6 characters)
The country name is mandatory, as it is also used for calculating taxes and for account assignment.

ZIP code (alphanumeric, max. 7 characters)
The zip code can also contain letters, but under no circumstances the country name. This is particularly important when importing data.

Location (alphanumeric, max. 40 characters)
Contains the pure location name.

Telephone (alphanumeric, max. 30 characters)
The telephone number can be used as a dialing aid via TAPI. To initiate the selection, simply click on the field name, which is designed as a hyperlink. A phone number must be entered so that the hyperlink can be activated.

Mobile (alphanumeric, max. 30 characters)
The mobile number can be used as a dialing aid via TAPI. To initiate the selection, simply click on the field name, which is designed as a hyperlink. A phone number must be entered so that the hyperlink can be activated.

Fax (alphanumeric, max. 30 characters) Fax
number

E-mail (alphanumeric, max. 64 characters)
The e-mail address can be used directly to access the e-mail dialog. To start the e-mail dialog, simply click on the field name, which is designed as a hyperlink. An e-mail address must be entered so that the hyperlink can be activated. The e-mail dialog is called via the MAPI interface. This is supported by Outlook 2016, among others.

WWW (alphanumeric, max. 64 characters)
The homepage can be used directly to call the browser. To start the browser, just click on the field name, which is designed as a hyperlink. To activate the hyperlink, a Web address must be entered.

commission record (numeric)

The commission record is required to determine the commission and applies to the entire invoice. Individual items can be excluded from provisioning. The article master contains an identifier for this. The entry is made as a percentage value.

Currency (alphanumeric, max. 3 characters)
The currency must correspond to the default currency without the currency module. The default currency is set under Settings/Default values.

Institution (alphanumeric, max. 30 characters)
Name of the bank. This is listed as standard on the substitute settlement.

BIC (alphanumeric)
The BIC of the bank. This is listed as standard on the substitute settlement.

IBAN (alphanumeric)
The representative's IBAN. This is listed as standard on the substitute settlement.

Salutation (alphanumeric, max. 64 characters)
The salutation can be used on printouts, for example to create a personal statement.

The index card (alphanumeric)
is saved dynamically, so that only the absolutely necessary memory space is used, you should only separate lines within the index card with ENTER if it is a paragraph. All printouts use the index card with a variable line break, which always uses the available width.

Image (binary image data)
Two images can be assigned to each representative, which are the same image but with different resolutions Double-click on the image area to open the image editor. Here you can read in images of different formats or scan in an image directly.

User fields (various)
Additional fields can be defined for most screen masks via the quick start bar under "System management". The place where these are inserted after the restart is this region via the quick start bar and the point "System administration" you reach the program point "User fields" and can use your own fields there.

Functionalities

Agent Pictures

Insert image

Double-clicking on the substitute screen opens the image editor and the substitute must be in change mode before a screen can be copied. Note that the images are larger than necessary because large amounts of image data slow down the scrolling mode very much. Image data is stored in the SQL server.

Information system

Information System - Statistics

The information system allows you to call up further information about each displayed substitute. This allows you to list the sales representative's customers, view invoices assigned to this sales representative, and view statistics by discount groups and customers in graphical and tabular views. The information system is called up using the special menu or the key combination CTRL+I. The operation of the information system is described in the chapter Operation.

Substitute settlement Print

Representative Accounting

Substitute settlement can be called directly from the print menu. You can freely change the report template using the report designer. You can use the magnifying glass to set the billing period in the preview. In the case of direct output to the printer, the query is made automatically.

Print cross table

The substitute evaluation can be freely arranged according to different values. You can compare the evaluation according to customer groups, postal code zones or postal routing regions, shipping types, periods and other values. The cross table can be quickly varied using the report designer.

Characteristics tree

The characteristic tree allows you to store any characteristics in a hierarchy that you can freely define. The list is displayed using this function and can be "stapled" to the mask with the pin in the right window corner if desired. In addition, the feature tree can be activated by clicking on the word representative in the header bar.

Calling the Characteristic Tree

In this example, three characteristics have been created to which any representatives can be added. The desired address must be in editing mode. By clicking on the respective characteristic, the address is assigned. An address can be assigned to any number of addresses.

The operation of the feature tree is described in the chapter Operation.

The Characteristic Tree