Setting up Advanced Sales Management

Before you can start using the Aptean Beverage Advanced Sales Management extension, there are a few things to setup. You need to define, for example, your calling teams and call statuses.

The following table describes a sequence of tasks, with links to the topics that describe them.

To	See
Set up permission sets	Manage permission sets
Create your call statuses	Setting up call statuses
Define the “order created” call status in the Advanced Sales Management set up	Advanced Sales Management setup
Set up calling groups to organize your calling lists	Setting up order entry groups
Set up customers for calling lists	Setting up customers for calling lists
Define call schedules and create call entries for customers	Setting up call schedules
Set up recurring sales	Setting up recurring sales
Set up exclusivity on items and customers	Setting up exclusivity on item
Use recurring sales lines to speed up the order intake	Maintain recurring sales lines
Make use of sales alerts to optimize your sales	Setting up sales alerts
Register indirect sales	Register indirect sales
Use Order Multiple per Item in sales	Setting Up Order Multiple per Item