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General Setup#

Deactivate salespeople and purchasers#

By specifying salespeople or purchasers on documents within the system, you can, for example, decide which contact details should appear on printouts. But if an employee leaves your company, their salesperson or purchaser code can no longer be deleted from the relevant master table.

As a result, the number of salespeople or purchasers that are available in the system but cannot be selected on documents might grow to untenable levels. To prevent this:

  1. Choose the Search icon, enter Salespeople/Purchasers, and then choose the related link.
  2. Open the relevant Salesperson/Purchaser Card.
  3. On the General FastTab, turn on the Inactive toggle.

The salesperson or purchaser is then not listed anymore when you use a lookup on documents, as overviews are filtered for active staff members. If necessary, however, you can remove the filter on a view.