AugTool Documentation

Sales People

A Sales Person is used to add qualitative data that can be added to a Quote, Sales Order and Sales Invoice that flags that document with the sales person's name. A User is associated to one or many sales persons. Each Sales Person that a User is associated to allows that User to select a Sales Person from the list of sales persons associated to it when transacting. Most Sales Users have a one to one relationship with a User and Sales Managers have a one-to-many relationship with sales persons so as to see all the documents created within its team. 

Please see below, there are multiple sales persons that exist in the jacaranda Business unit and two sales persons are associated with the user Anthony de Richelieu. This means that when Anthony is creating a quote, sales order or sales invoice he can create it and flag both Hannes and Ant to track the sales for those two sales persons. 

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Restrictions prevents documents from being created or viewed by someone other than whom they are linked to. A user with administrator rights will be able to view documents created by all users. 


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