- Click Master menu.
- Select the Organization.
- Enter the Name and click the Submit button.
- Click Edit icon from the mentioned organization.
- Then the Organization view page will open.
- Click the Sales tab and click the Add button.
- The Credit Term Entry page will open.
- Enter the Salesperson name, Effective date, Department, Customer service name, and other required fields.
- Click the Save button.
- Finally, the user will get the Salesperson’s name to the Organization.