1. Choose MEMB from the SAMS toolbar and select the member from the List tab.
2. Select the Details tab.
3. Access Buyers Guide through the sub-menu by either:
right-click and select Buyers Guide OR
hitting F3 - then select B
4. A blank buyers guide screen will appear
5. Click
the add button . Notice
the demographic information is brought in automatically, but you can make
changes if you need to.
6. Save
Select the memos tab.
Type in the profile of this member.
The product section, shows which products have been assigned to this member. Changes are not made at this location but within the products tab.
Prior to adding products to the buyers guide, you must establish the product and product group codes in the look-up code section.
1. Choose
the add button or F8 to add
2. The
cursor will be found next to the ellipsis button
3. You
can either enter the product code number OR click on the ellipsis button
and a look up table will appear.
4. Locate the required code
5. Enter
6. Save
or F9.