Executive Master
- Go to Master > Executive
- Press F3 to create a new executive
- Type the name and phone number (mandatory)
- Type the other details if necessary
- Press F6 to save once done
Mapping Executive
- Go to Customer Master
- Select the customer and press F4 to modify
- Next to the Rep. option, click the drop-down menu and select the representative to map
- Press F6 to save once you are done
Billing with an Executive
- Go to Sales Bill Screen
- Select the customer for whom you have mapped the executive and press ENTER
- The executive box is auto-populated with the mapped executive
- You can also change the executive by pressing F7
- Proceed with the billing
Reports
Various reports under: Reports > Sales > Rep.