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| Post Sales Calls (CSR Menu) |
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| Purpose: Post sales calls to
Ship-To accounts and set next call date. You can also maintain and update
the Ship-To accounts Profile. |
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| Maintenance: Day-to-Day posting
process. |
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| Access Menu: (start form
Main Menu Screen) |
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| Search Button: The search button will return one of two
things. |
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One: |
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Two: |
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Account Number match
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Select the Ship-To account to post to.
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Note: Only if more than One ship-to
account exist. |
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| Posting Sales Calls |
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| Sales Call TAB Section |
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Note: Changes made will be updated
back to this ship-to account. |
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| Ship To: |
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Company name.
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Address line 1
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Address line 2
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City , State and Zip
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| Notes: |
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| Last Call Date, recorded last
call date. |
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| Sales Call Transaction... |
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Post Date, post date for this
posting. (default is today's date)
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Salesman, salesman code that called
on this account. (default is blank)
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Note:
after 1st time in, the defaults are last entry for both items above.
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Call Increment, default from
ship-to account (in weeks)
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Note:
determines Next Call Date.
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Next Call Date, defaults from call
increment and post date.
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| Sales Call Profile Headers... |
| You can
setup up to 10 custom headers
for each of the three groups.. |
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| General Functions: |
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Check what applies for this sales
call transaction. (headers are custom)
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Note:
this is printed on Sales Call Profile Sheets.
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| Product Purchase: |
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Check what applies for this sales
call transaction. (headers are custom)
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| Programs: |
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Check what applies for this sales
call transaction. (headers are custom)
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| Notes: |
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Each group is printed on Sales Call
Profile Sheets.
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Learn more about setting
up custom headers...
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| Command Buttons |
| Post,
select this to post this transaction. |
| Quit,
select this to Quit without posting any changes made while in this session. |
| Note:
you must be on this Sales Call Tab before these buttons are
activated. |
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| Profile TAB Section |
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| Note:
this is basically a file maintenance session of this Ship-To account.
Similar to the customer file maintenance process. |
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| Owner, store owners name. |
| Manager, store managers name. |
| Framer, store framers name. |
| Other, other name. (user defined) |
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| Salesman, salesman code for this
account. (can be different than the one on General TAB) |
| Class, (user defined) (this is
not the same as the General TAB Class field) |
| Phone One, store main phone
number. |
| Cell Phone, store cell phone
number. |
| Fax Number, store fax number. |
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| Route 1-5, delivery route. (use
during order entry to set delivery) |
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| Email, store main email address. |
| Web Site, store website URL. |
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UPS Zone, select the UPS Zone for
this Ship-To. (use to calculate shipping charges) |
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ShipVIA, select a default Ship-Via
for this account. (use during order entry) |
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| Business Type, these types are
user defined. |
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| Business Hours, store hours. |
| Notes, sales call notes. |
| HotNotes, this is displayed
during order entry on the main header screen. |
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| Notes TAB Section |
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| Notes, notes for this sales call
posting, recorded with history. |
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| History TAB Section |
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| Sales call transaction history for this
Ship-To account. |
| Double Click the post date to
view notes for that sales call. |
| Note:
each group header is color coded. |
- General Functions is Black
- Product Purchase is
Blue
- Programs is
Red
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