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Deleting a Sales Rep

1. When you first enter the Sales Rep option a Select An Option window listing all sales reps will appear; select the sales rep whose information you would like to delete.

2. Command options will appear; select Delete.

3. "Delete this Sales Rep? No/Yes will appear; select Yes.

The sales rep has now been deleted from the list of sales reps.

Note: You can only delete a Sales Rep if it is not assigned to a customer or not in any transaction records. A message will appear: Cannot delete: Associated records found in XXXXX. Press space bar to continue.

Hint: use the Transfer Sales Rep option to move one rep's business to another.

 

For more information on the Sales Rep option see Sales Rep.

 

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