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 |
|---|---|
| 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 |