All staff members that are authorized to sell a membership should also be in the Sales Department for ABC’s Data Track system. If not, the ID number for the staff member is not recognized by ABC.
Below are the two areas you need to check to ensure proper setup for staff in DataTrak for the VFPnext Sales Roles.
- Go into the Employee record, go to the ‘Department’ tab, and ensure that ‘Sales’ is brought over from the left menu. (Press the green + to the right of ‘Sales’ to add the staff to the Sales Department.)
Go to ‘Departments’ found under the Setup Menu under the ‘Employee’ column:
- In ‘Departments’, click on ‘Sales’ role. From there, ensure that the below are set to ‘YES’: