*This page was machine-translated from Japanese and may contain inaccuracies.
Unless otherwise stated, this site describes the system using typical names and layouts commonly adopted in recruitment agency operations.
In PORTERS, when the selection progresses and the candidate joins the company, you can create a Sales record to register data related to Sales and Billing, such as the decided annual income.
There are multiple ways to create a Sales record, but the most typical flow is to start from the Process record that you use for managing progress after Matching, and access the New Sales screen from there.
First, open the Detail screen of the target Process record.
Next, at the bottom of the Detail screen, in "Sublist | Sales", click "+Add New".
When you open the New Sales screen using this procedure, the upper-level records (the group of linked records on both the Job side and Resume side) that were linked to the Process record you started from are reflected as the initial values of the linked records of this Sales.
(You can also access the New Sales screen from "Sales" in the Global-Menu, but in that case you need to manually specify the upper-level records to link as needed, which will require extra steps.)
Enter the required fields such as "Total Fee Amount".
For Date-type fields such as "Commencement Date", you can either select the date from the calendar or enter it directly.
When you click the "NOW" button, the current date is displayed.
After you complete all entries, click "Save".
The record will be reflected in the "Sales" sublist on the Detail screen.
If it is not reflected immediately, click the refresh button to update to the latest contents.
It is also reflected in the Sales List (Sales list).
If you want to create an invoice based on the registered Sales data, please check Attachments / Document Creation for the operation procedure.