Name

Description

General Tab

Specify general control information and system defaults.

User Defined Move Tab

Specify user defined fields.

User Defined Account Tab

Specify user defined account information and defaults

Name

Description

Company Name

Your company's name. This will appear on various reports in SalesTrak and on some screens.

Next Prospect Number for Moves

The SalesTrak module sequentially assigns numbers for prospective moves or national accounts. As the system automatically assigns each prospect number, the value in the control file is  incremented. Enter the value of the next prospect number  to be assigned by the system for Moving and Storage prospects as well as National Account prospects. (This number can be overwritten at the time of entry.) The  numbers can actually be a combination of letters, numbers, and any other characters you wish, such as hyphens. You should assign a prefix to national account prospects that is different than that assigned to move prospects, so that no duplicate account numbers can occur between the two account types. The system will only increment the numeric part of the number assigned. For example, if the next account number chosen is A01-0001, only the “0001” will be incremented.

This number is maintained by the system, but it can be changed if required. If this field is blank, you must manually enter the number.

Next Prospect Number for Accounts

As noted in the Next Prospect Number for Moves field, this field determines the number that will be automatically assigned to the next account prospect that is entered. This number is maintained by the system, but it can be changed if required. If this field is blank, you must manually enter the number.

High Security Code

This code is used to view all salesperson appointments, and to access this form.
 
The SalesTrak module is set up to restrict access to information based on the salesperson number. The salesperson ID number is used to allow access to prospect information for a specific salesperson. Sometimes it is necessary to allow access to prospect information regardless of the salesperson assigned. In this case, the Salesperson ID o (zero) should be selected, this is indicated with a description of "All Salespeople". When using the "All Salespeople" sales login, entering the high security code will allow you to view and modify information for all prospects. Also, some information is restricted to only the high security user. When entering a program that requires security information, the Security Screen will display, with fields for entering login information.
 
The high security user in the Appointment Scheduling program can see the master salesperson schedule.

Restricted Password

It may occasionally be necessary to allow a user to view sales appointment information without allowing them to change it. The restricted password allows a user to view the appointments for all  salespeople without the ability to make changes.

Allow blank phone numbers

One of the most important aspects of new contacts is getting the necessary information with which to contact them for follow up. The Prospect Entry, Account Prospect Entry, and Quick Prospect Entry, can all be set so that the primary phone number cannot be left a blank. If this box is unchecked, the forms will not allow the user to close them without filling in the phone number. To allow blank phone numbers in these fields, check this box.

Interface with Order Entry

The SalesTrak module is interfaced to the Vans Order Entry module and can create orders from prospective moves. This flag determines if the orders will be updated  to the Vans order header  file. Check the box to update the Sa;esTrak Move prospects to the Vans order header file. If you do not want to automatically update the SalesTrak Move prospects, un-check the box. The orders will have to be manually entered into the appropriate file. If the box is not checked, all orders must be manually entered.

Allow users to override group appointments

When group appointments are scheduled, it is possible for individual salespeople to modify appointments that were created as group appointments. To allow individual salespeople to make changes to these appointments, check this box. To secure these appointments and prevent salespeople from making any changes to them, leave this option un-checked.

Allow Empty Prospect Type

This field determines if the Prospect Type field will require an entry or not. If you want to allow users to leave the Prospect Type field blank, then check this box. If you want to require that a valid Prospect Type be entered for each prospect, then leave this box unchecked.

Allow Empty Source

This field determines if the Prospect Source field will require an entry or not. If you want to allow users to leave the Prospect Source field blank, then check this box. If you want to require that a valid Prospect Source be entered for each prospect, then leave this box unchecked.

Appointment Scheduling

These fields display the default earliest and latest time that you want to appear as active on the Appointment Scheduling screen.  If a salesperson does not have a schedule of  their own (set in the Salesperson file), then this is the available schedule that will display on the scheduling screen. The appointment screen shows an entire 24 hour day, but the hours outside normal working hours are grayed out. Entering start and end times in these fields shows the normal working hours of the salespeople, and the background of these times will be white. Any days with the times left blank will be entirely grayed out. This is often used, for example, for Sundays.

Name

Description

Type

These drop-down combo boxes contain the different data types that are allowed for the user-defined fields. The choices are “A” , for alpha numeric, “N”, for numeric only, and “D”, for date fields. If the field is to contain anything other than numbers or dates, select  “A”, for alpha.

Description

These text boxes are used for entering the caption labels of the user-defined fields in the Prospect Entry form. The text can be up to 20 characters long.

Name

Description

Type

These drop-down combo boxes contain the different data types that are allowed for the user-defined fields. The choices are “A” , for alpha numeric, “N”, for numeric only, and “D”, for date fields. If the field is to contain anything other than numbers or dates, select  “A”, for alpha.

Description

These text boxes are used for entering the caption labels of the user-defined fields in the Account Prospect Entry form. The text can be up to 20 characters long.