This section is to establish different types of sales reps, and it is required in order to use the Sales Rep Information setup.  Some examples are: Inside Sales, Outside Sales, Independent Rep, etc.

This feature will allow the user to analyze data based on the type of representatives entered here.   The user also may select the Commission Type, either a stated dollar amount or a Percentage of the Sale.

This feature will allow the user to analyze data based on the type of representatives entered here.   The user also may select the Commission Type, either a stated dollar amount or a Percentage of the Sale.

Enter System Setup/Sales/Sales Rep Types Module

The following screen will appear:

To modify this screen, the user must click on the Add, Edit or Delete button and supply the password. That action will enable the screen.

Pressing the Add button will enable the data entry box at the bottom of the screen for the user to enter new data.

Selecting an existing Sales Rep Type and pressing the Edit button will bring the selected information to the data entry box to be modified.

Selecting an existing Sales Rep Type and pressing the Delete button will remove the selected information.

Where Used:  In the Sales Rep setup screen.

«Mark as Completed in RoadMap Section B Item 2-a»

This screen is used to assign geographical sales territories and is used in the Customer Information Module.  Some examples are: San Jose, Chicago, Northeast, Southwest, USA, Canada, etc.

The user may optionally assign a territory to a customer for purposes of grouping sales and other business considerations.

This screen is used to assign geographical sales territories and is used in the Customer Information Module.  Some examples are: San Jose, Chicago, Northeast, Southwest, USA, Canada, etc.

The user may optionally assign a territory to a customer for purposes of grouping sales and other business considerations.

Enter System Setup/Sales/Sales Territory Module

The following screen will appear:

To modify this screen, the user must click on the Add or Delete button and supply the password. That action will enable the screen.

Pressing the Add button will enable the data entry box at the bottom of the screen for the user to enter new data.

Selecting an existing Sales Territory and pressing the Delete button will remove the selected information.

Where Used:I n the Sales Rep setup screen and the Customer Information screen.

«Mark as Completed in RoadMap Section B Item 2-b»

Use this screen to setup the different Industrial codes that pertain to the user’s customers.  The SIC codes are nation-wide standard industrial codes given to each industry type.  In some cases, the user may wish to deal with multiple industries.  This is also useful for the user who wants to track business conditions by the type of businesses served.

Use this screen to setup the different Industrial codes that pertain to the user’s customers.  The SIC codes are nation-wide standard industrial codes given to each industry type.  In some cases, the user may wish to deal with multiple industries.  This is also useful for the user who wants to track business conditions by the type of businesses served.

Enter System Setup/Sales/SIC Codes Module

The following screen will appear:

To modify this screen, the user must click on the Add, Edit or Delete button and supply the password. That action will enable the screen.

Pressing the Add button will enable the data entry box at the bottom of the screen for the user to enter new data.

Selecting an existing SIC code and pressing the Edit button will bring the selected information to the data entry box to be modified.

Selecting an existing SIC code and pressing the Delete button will remove the selected information.

Where Used:  In the Customer Setup.

«Mark as Completed in RoadMap Section B Item 2-c»

This section is to prepare information to be used in the Sales Price List module in the Sales main menu.   The Sales Type portion is used when adding Sales Orders.  The Sales Price Itemization List is used in the Sales Price List Information and Customer Quote modules.

The user may define a sales type, to be used to associate the revenues, and related costs with a specific market sector and general ledger account (assuming the accounting module is installed).

The user may also customize the itemization used in the pricing module by establishing different categories for collecting pricing information details. For example, the user may wish to break out the pricing for materials, for labor, for engineering costs, for out-sourcing, and anything else imaginable.

In the pricing module, each unit can itemize it up to seven categories for breaking down the unit price. In the setup, as many different pricing categories may be set up as desired. These price categories will NOT show on any printed information that is available to the user’s customer.

System Setup/Sales/Sales Type & Price Itemization

The following screen will appear:

To modify this screen, the user must click on the Edit button and supply the password. That action will enable the screen.

Then the user may address either the Sales Type or Price Itemization List.

The user may Add, Edit or Delete a Sales Type by pressing the appropriate buttons. This will activate the data entry boxes for addition or modification of data. However, the user is cautioned to not remove sales types that have already been assigned to orders.  To select the Revenue GL Number and the accompanying Cost GL Number, depress on the down arrows next to the appropriate field, as illustrated below:

Select GL Type form the drop down list.
Then, select the Account Number.

The user may Add, Edit or Delete a Price Itemization by pressing the appropriate buttons. This will activate the data entry boxes for addition or modification of data.

«Mark as Completed in RoadMap Section B Item 2-d»

In this set up screen, the user enters customer’s discount terms and applicable percentages which will be used at the time of Sales Order data entry.  This data could be used for discount coupons, promotional discount, quantity discounts and wholesale discounts, etc.

The description is a free form field.

The percent field is for the applicable discount percentage.

System Setup/Sales/Sales Order Defaults & Sales Discount Type Module

 

The following screen will appear:

 

To modify this screen, the user must click on the Add, Edit, or Delete button and supply the password.  That action will enable the screen.

The user must Save or Abandon changes after modifying the screen.

This is where the user determines whether they want to set printing or not as a default for completing Invoices and Packing Lists.  This function is provided so that the user will have the option to defer printing of packing lists or invocies at the time of the transaction, but want to post the shipping and invoice information in the Manex database for proper record keeping.

The MANEX system will update the packing list and invoice records even if the user does not print the packing list or invoice.  The system will maintain the records for history information and management reports.

 

Packing List  

Print/Post	Select if user would like to print packing list before posting
Post Only	Select if user would like to post the packing list upon saving
Use Preprinted Form	Select if user is using a preprinted form when printing packing lists
Use Laser Form, fill in number of copies to print	Select if user is using a laser for when printing packing lists.  Enter in the number of copies to print

 

If you want the "Show Packing List with 0 Invoice Amount" box to be checked within the Packing List reports option screen (as shown below) user must check this box.  

If user wants to include open orders in credit approvals for shipping they must check this box.  To exclude, leave the box unchecked.

If you want the "Print using Customer Part Number" box to be checked within the Packing List reports option screen (as shown below) user must check this box.  

 

 

 

 

 

 

Hold for Credit Limit Overview

If the user has elected “Enforce Credit Limit at Shipment” feature in AR-AP Acct Default Setup, the following message will appear if a non-supervisor attempts to ship:

Depress the OK button and try to add the Packing List with a Supervisor’s password. The Supervisor will receive the following warning:

Enter System Setup/Sales/Print Packing List/Invoice Module

 

The following screen will appear:

 

To modify this screen, the user must click on the Edit button and supply the password.  That action will enable the screen.

The user clicks on the button desired to either print or not print when completing packing lists and invoices.  If you are using Laser Forms, you may enter the number of copies and the Description to be printed on each copy.

The user must Save or Abandon changes after modifying the screen.

 Where Used: In the Packing Lists and Invoicing.

«Mark as Completed in RoadMap Section B Item 2-f»

FOB (Freight On Board) defines the point of ownership of the product as it is transferred from one business to another. If the FOB is Origin, it usually means that the customer pays for freight and insurance from the seller’s dock, and assumes ownership at the time the product leaves the seller’s dock. FOB Destination would usually mean the seller is responsible for the product until it is accepted at the buyer’s dock.

FOB types are used in the Customer Shipping Information, Order Management, Packing List, Purchase Order Receiving, and Purchase Order.

FOB (Freight On Board) defines the point of ownership of the product as it is transferred from one business to another. If the FOB is Origin, it usually means that the customer pays for freight and insurance from the seller’s dock, and assumes ownership at the time the product leaves the seller’s dock. FOB Destination would usually mean the seller is responsible for the product until it is accepted at the buyer’s dock.

FOB types are used in the Customer Shipping Information, Order Management, Packing List, Purchase Order Receiving, and Purchase Order.

Enter System Setup/Sales/FOB Module

The following screen will appear:

To modify this screen, the user must click on the Add or Delete button and supply the password. That action will enable the screen.

Pressing the Add button will enable the data entry box at the bottom of the screen for the user to enter new data.

Selecting an existing FOB and pressing the Delete button will remove the selected information.

«Mark as Completed in RoadMap Section B Item 2g»

Ship Via is a term used to describe the freight carrier or method of shipping product to a customer.  Some customers, because of FOB origin considerations, may prescribe their preferred delivery system. The Ship Via is entered as a preference for each ship-to destination, and guides the shipping department in which carrier to use for a shipment. The delivery system may also be US Mail, a company truck, will-call, etc.

Some examples are: Company Truck, Federal Express, Airborne, UPS, etc.  This field is used in Customer Shipping Information, Sales/Work Order Management, Packing List, Purchase Receiving Information, and Purchase Order.  Once the pick-up or delivery time is entered, this information is used in the sales order and scheduling to inform users the time of day the goods must be ready for shipment.  MANEX recommends that the user add a buffer of about 30 minutes to an hour for pick up time to insure that the goods will be ready on time.  It is not necessary to enter the pick up or delivery time for a company truck since the company may make multiple deliveries in one day. 

Ship Via is a term used to describe the freight carrier or method of shipping product to a customer.  Some customers, because of FOB origin considerations, may prescribe their preferred delivery system. The Ship Via is entered as a preference for each ship-to destination, and guides the shipping department in which carrier to use for a shipment. The delivery system may also be US Mail, a company truck, will-call, etc.

Enter System Setup/Sales/Ship Via Module

The following screen will appear:

To modify this screen, the user must click on the Add, Edit or Delete button and supply the password.  That action will enable the screen.

Pressing the Add button will enable the data entry boxes at the bottom of the screen for the user to enter new data.

Selecting an existing Ship Via and pressing the Edit will populate the data entry boxes at the bottom of the screen and allow a change.

Selecting an existing Ship Via and pressing the Delete button will remove the selected information.

This section is to set up the types of shipping charges assessed the customer.  This data is used in the Customer and Packing List Modules.  Types of shipping charges could be Standard, No Charge, Overnight, Premium, etc.

This information is also used for the User’s own Receiving Tax and Shipping mode as entered in Purchasing setup.

This section is to set up the types of shipping charges assessed the customer.  This data is used in the Customer and Packing List Modules.  Types of shipping charges could be Standard, No Charge, Overnight, Premium, etc.

This information is also used for the User’s own Receiving Tax and Shipping mode as entered in Purchasing setup.

Enter System Setup/Sales/Ship Charge Module

The following screen will appear:

To modify this screen, the user must click on the Add or Delete button and supply the password. That action will enable the screen.

Pressing the Add button will enable the data entry boxes at the bottom of the screen for the user to enter new data.

Selecting an existing Ship Charge and pressing the Delete button will remove the selected information.

«Mark as Completed in RoadMap Section B Item 2-i»

Over/Under Shipment Management

OVER SHIPMENT-DEDUCT FROM: Next Shipment Date: If the user wants over shipment quantities to be deducted from the next scheduled delivery for the same sale order and product.

OVER SHIPMENT DEDUCT FROM: Last Shipment Date: If the user wants the over shipment amount to be deducted from the last scheduled delivery for the same sales order and product.

UNDER SHIPMENT: Leave Balance in Scheduled Date: If the user wants to leave the back order quantity at the originally scheduled delivery date for the product on the same sales order.

UNDER SHIPMENT: Add Balance To Next Ship Date: If the user wants to add the remaining back order to the next scheduled delivery date for the product on the same sales order.

Sales Order Schedule Delivery Management

When the user enters a new order, the system will default delivery due dates to a certain number of days from the date of the entry. The number of days is defined by the job type and the numbers in this setup screen.

STANDARD:  the number of days beyond the current date that MANEX will default a new sales order due date.

PRIORITY1:  the number of days beyond the current date that MANEX will default a new sales order due date.

PRIORITY2:  the number of days beyond the current date that MANEX will default a new sales order due date

DELIVERY SCHEDULE TRANSIT DAYS: enter the number of days the user wants deducted from sales order delivery date, to account for freight delivery and to establish the dock shipment date.

Enter System Setup/Sales/Delivery Schedule Module

The following screen will appear:

To modify this screen, the user must click on the Edit button and supply the password. That action will enable the screen.

This will allow the user to click on the radial desired for over and under shipments. The days may be entered into the data entry boxes for the default due dates and ship dates for sales order.

The user must Save or Abandon changes after modifying screen.

Where Used:  In Sales Orders, Packing Lists and Invoicing.

«Mark as Completed in RoadMap Section B Item 2-j»

The Quote Defaults setup screen is used to quote the other/miscellaneous description prices on assemblies.  These descriptions are used in the Customer Quotation module in the Sales section.  Types of descriptions could be Tooling, Non Recurring Expense, Burden, etc.

The Quote Defaults setup screen is used to quote the other/miscellaneous description prices on assemblies.  These descriptions are used in the Customer Quotation module in the Sales section.  Types of descriptions could be Tooling, Non Recurring Expense, Burden, etc.

Enter System Setup/Sales/Quote Defaults Module

The following screen will appear:

To Add a Customer Quote Default, depress the Add button. Enter your password. Type in the desired description for Other or Miscellaneous descriptions to be used in the Customer Quote module.

To Edit a Customer Quote Default, depress the Edit button.  Highlight the description to be changed.  Type in the desired changes.

To Delete a Customer Quote Default, depress the Delete button  .Highlight the description to be deleted.

The user must Save or Abandon changes after modifying the screen.

This setup screen is used in the Customer Quote modules in ManEx Sales section. 

This setup screen is used in the Customer Quote modules in ManEx Sales section. 

Enter System Setup/Sales/Quote Setup Module

The following screen will appear:

To modify the quote setup screen, depress the Edit button.  Check off the department(s) which must approve a Customer Quote by clicking in the Approval Required box.

The user must Save or Abandon changes after modifying the screen.