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可以將銷售員和採購員分別分配給客戶和供應商,並用於統計報告或過濾報告上的信息。

建立銷售員和採購員的步驟:

  1. 使用搜索功能查找銷售員/採購員
  2. 創建新的銷售員/採購員
    (1) 點擊“新建”
    (2) 輸入銷售員/採購員的信息
    (3) 如果需要在頁面上顯示全局維度的字段,請輸入默認維度。

Salespeople and purchasers can be assigned to customers and vendors respectively and use for statistics report or filter information on report.

Setup salespeople and purchasers

1, Use search function to find salespeople/purchasers

2, Create new salesperson/purchasers

    (1) Click New 

    (2) Enter the salespeople/purchaser's information

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