Hi there,
I was wondering if there's a way to make a sales rep inactive instead of deleting it, so we don't see it on the POS, but without loosing sales info about the sales rep.
Thank you,
Julien
Making Sales Rep inactive
Jan 30, 2009
6 Replies
Julien,
The ability to make a sales rep inactive has been requested (by me and others). In the meantime, I add a prefix and filter out inactive reps. For example we use a 3 digit number for reps like 101, 102, etc. When I make them inactive I add a 9 in front; 9101, 9102 and then filter my reports for sales rep number < 9000.
Marc
But how do you filter sales rep ?
You can filter out the inactive sales rep only for reports, but unfortunately not in POS screens.
Marc
That's the whole point.
I want to be able to remove sales reps for the POS without loosing any info about the sales.
the only way I have found to do this is to redesign your report to show the TransactionEntry.SalesRepID instead of linking to the SalesRep table and showing the SalesRep.Name and SalesRep.Number.
You will have to remember which SalesRepID matched which deleted employee because the database w> Hi there,
Fair enough!
Thank you!
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