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Prerequisites

The Sales module setup section allows the user to prepare tables for most of the modules your company has purchased.Once the items are setup in the system, the user will be able to use these tables and/or perform certain functions automatically.

The Sales Setup section worksheets cover the following modules: Sales Rep Types, Sales Territory, SIC Codes, Sales Type & Price Itemization, Sales Order Defaults & Sales Discount Type, Print Packing List/Invoice, FOB, Ship Via, Ship Charge, Delivery Schedule, Quote Defaults, and Quote Setup.

This section will first define the nature of each of the Sales Setup screens, then describe how to fill out the work sheets.
 
User MUST have full rights to the "System Setup"  in System Security to setup these modules.  Users with “Supervisor Rights” will automatically have access.  
 
 
Article ID: 2844