What you want ?

AutoCount - Filter By Salesman

Understanding the AutoCount Filter by Salesman Module

The AutoCount Filter by Salesman Module is a powerful tool designed to enhance business efficiency and data security. This module ensures that individual salesmen or agents can only view and manage records relevant to them, fostering accountability and reducing competition among team members. By enabling this feature, businesses can safeguard sensitive information and maintain a streamlined workflow.

What is the AutoCount Filter by Salesman Module?

The AutoCount Filter by Salesman Module is a software feature integrated into AutoCount’s accounting system. It allows businesses to:

Restrict data access for sales agents

Enable agent-specific filters in both sales and purchase modules

Protect competitive information such as pricing and client lists

This module is especially useful in sales-driven industries where sensitive customer data must remain confidential.

Why Use The AutoCount Filter By Salesman module?

For businesses managing multiple sales agents, controlling data visibility is crucial. Here’s why this module is essential:

Preventing Internal Competition

Managers can restrict access to competing agents’ prices and records

Enhancing Data Security

By limiting visibility, sensitive customer and supplier data remain protected

Improved Accountability

Each agent is responsible for their assigned records, minimizing errors and miscommunication

Key Features of the AutoCount Filter by Salesman Module

This module stands out due to its versatile features:

  • Filter by Agent Functionality

    Ensures agents only access data relevant to their roles.

  • Broad Application

    Can be applied to sales and purchase modules, enhancing its usability across departments.

Setting Up the Filter by Salesman Module

  • Proper configuration is key to maximizing the benefits of this tool. Follow these steps to set it up:

1. Navigating User Maintenance

  • Go to General Maintenance > User Maintenance.

  • Select the user whose access rights need editing.

  • Click on Edit to configure permissions.

2. Applying Filters for Specific Agents

  • Tick the Filter by Sales/Purchase Agent
  • Click on Maintain Sales/Purchase Agent to assign specific agents.

  • Save the changes to finalize the setup.

Practical Applications of the Module

  • One common use case involves restricting an agent’s access to invoices created by others.

Restricting Access to Non-Assigned Records

  • For example, if Agent Doe is assigned to handle Agent Nora’s customers:  
  • Doe can only view records related to Nora.
  • Any records tied to other agents, such as PT, will remain inaccessible.

Enabling the Filter by Agent in Lookup Editor

  • This advanced feature restricts document creation to assigned customers or suppliers.

Steps to Activate:

1. Go to Tools > Options.

2. Under General > Application Settings, enable Apply Filter by Agent in Lookup Editor.

3. Click OK to save changes.

Applied Example: Creating Documents

Before activating this filter, users could create invoices for any customer, regardless of assignment. For example:

  • A user could inadvertently select customers assigned to another sales agent, leading to potential confusion or conflicts.

After enabling the Filter by Agent in Lookup Editor: 

  • The system restricts user Doe to only access customers assigned to Agent Nora.
  • Doe can create documents using another agent’s name, like PT, for customers assigned to Nora.
  • However, the document will disappear from Doe’s view after refreshing, as PT’s records are restricted.

Reporting and Analysis with Filter by Salesman

  • Generate precise and tailored reports to analyze sales performance effectively.

Viewing Reports by Sales Agent

Examples of customizable reports include:

  • Invoice Listing

    Displays records of assigned agents.

  • Monthly Sales Analysis

    Shows filtered data for individual agents.

  • These reports offer actionable insights while maintaining data security.

Advantages of Using the Filter by Salesman Module

Data Security

Prevents unauthorized access to sensitive records.

Enhanced Productivity

Streamlines tasks by reducing irrelevant data visibility.

Accurate Reporting

Facilitates detailed and reliable performance tracking.

Streamline Your Accounting Process

Find the Perfect Plan to Optimize Your Business Finances

Discover Plans

Conclusion

The AutoCount Filter by Salesman Module is an invaluable tool for businesses looking to safeguard data and improve efficiency. By leveraging its features, companies can ensure secure operations, better accountability, and more focused sales management.

FAQs

Businesses with multiple sales agents needing secure data management.

Yes, it integrates with inventory and financial modules.

Yes, it’s ideal for protecting client data and enhancing accountability.

Yes, it works for both sales and purchase records.

Admins can adjust permissions temporarily.

Minimal training ensures smooth implementation and use.

Table Of Content