A customer record holds the defaults every new quote copies: sales rep, terms, taxes, job type,
currency, discount, ship-to route. Set up the sales reps and the discount lists first, then add the customers.

Before you start

• Users exist for every salesperson (Add users and rights).
• Payment terms and tax codes (terms, tax codes), job types
  (job types), and the lists with no screen: currency, customer types,
  statuses, routes and drops (Lists your administrator sets up).
• Series exist if a sales team sells only some series.

Steps: sales reps

1. Open Sales Management → Sales Partner Management, click Details, then New.
2. Pick the Branch, the Resource type and the user in Sales Person, then the names,
   commission schemes and targets. Save.
3. Optional: Sales Management → Sales Team Management for teams, and
   Sales Management → Sales Commissions for commission schemes.

Steps: customer groups and discounts (optional)

1. Open any customer in Customer Service → Customer Management and press Pricing Group.
2. Edit. In Partners Group add your customer groups; in Partners Group Line Disc. add the
   discounts for each group. Save writes all panes at once.

Steps: the first customer

1. Open Customer Service → Customer Management and click the round + button (New Customer).
2. Details: Full Name, the main contact, phone and email.
3. More: Type, Status (must be a Normal status to place orders), Sales Rep,
   Job Type, Group, Lead Time.
4. Main Address: the Ship To address with its Route, and the Bill To
   address (or Same as Ship).
5. Financials: Account No., Currency, Terms, Tax 1 / Tax 2 / Tax 3,
   Discount or Factor, Credit Limit, deposits. Save.

Statuses and types at a glance

• Only a Normal status lets an order be placed. Hold, Pending and Inactive statuses refuse new quotes and
  orders (“Customer Status is not active.”).
• A Prospect type can have quotes but not orders. A Sundry type is the walk-in account: the user
  starting the quote becomes its rep if they are a rep.
• A Dealer type turns on the dealer fields of the form (Use Dealer EDI, Allow Active Notes).
• Lead Time 0 on the customer uses the company default.
• Statuses are checked when a quote or order is started and again when it is placed.

Check it worked

• Start a quote for the customer: the sales rep, terms, taxes, job type and currency are filled in for you, and
  the Date Required is today plus the lead time in working days.
• Placing an order for this customer is allowed (status Normal).

Details: Sales people setup, Sales teams,
Configuring reps & schemes, Customer record,
Customer Pricing Group screen, How line discounts
work.