ScanCo Sales: Creating a Salesperson

Setup Your Salesperson Login

You Will Need:

1. Salesperson #
2. Division (in Sage). 

To locate your salesperson number and division in Sage navigate to:

Accounts Receivable > Setup > Salesperson Maintenance

 

-The first 2 digits of the Salesperson No. is the Sage Division

-The 4 digits following the dash is the Sage Salesperson code. 

This information should be used when creating a new Salesperson within the ScanCo Portal.

For users that do not have a Sage Salesperson setup you can set up a ScanCo Salesperson as a driver. Drivers do not require a Sage Salesperson number. If a driver used the ScanCo Sales application to enter a quote or an order this would default to the salesperson linked to that Sage customer. To setup a ScanCo Sales login ID for a driver you will enter in a Sage division number in the ScanCo salesperson setup and enter any unique 4 digit number in the salesperson number field.

If a user belongs to multiple divisions a separate salesperson will need set up in the ScanCo Portal for that specific division.

To Complete Salesperson Setup:

Login to: customers.scanco.com

Next, navigate to Salespersons > Create new

Enter or select the following:

• Name: Enter the name of the salesperson or driver. This is what you will use to login to Scanco Sales on the mobile device.
• Division Code: Division within Sage 100 that you want to assign a salesperson to. This two-digit, alpha or numeric code is stored in Sage 100 > Accounts Receivable > Setup > Division Maintenance > Division No.
• Salesperson Number from Sage: Salesperson number within Sage 100 you want assigned to this user. This 4 digit number is located in Sage 100 > Accounts Receivable > Setup > Salesperson Maintenance > Salesperson No. To set up drivers any unique 4 digit number can be entered in the salesperson number field in the Scanco Portal.
• Password: Password to access Scanco Sales.
• Confirm Password: Retype the password.
• Email Address: The email address you want your salesperson to be associated with in the application.
• Company: Select the company the salesperson is allowed to work in.
• Warehouse: Select the warehouse the salesperson is allowed to work in.
• Profile: Select the profile (group) that you want this salesperson to belong to.
• Manager: Select this option to give the user manager rights.
• Active: This allows the salesperson to use Scanco Sales.