3. Sales Setup

3. Sales Setup
	Chapter 6. CRM

3. Sales Setup

Enter Customer Types

The system gives you the ability to categorize customers according to customer type.

Enter customer code and description.
Select whether to enable characteristics profiles to be inherited by all customers assigned to the customer type.
Add new characteristics to profile.

Enter Sales Categories

Sales categories are used to identify the general ledger (G/L) accounts to be used when processing the following: non-inventory A/R invoices; A/R credit memos (optional); A/R debit memos (optional); and cash receipts (optional). For example, when creating an invoice for miscellaneous goods or services unrelated to inventory, you must select a sales category. This selection determines the G/L accounts the sales transaction will be distributed to.

Add a new sales category and assign desired G/L accounts.

Enter Sales Order Terms

Terms are used to determine the billing terms for accounts payable (A/P) and accounts receivable (A/R).

Enter code and description.
Choose type.
Specify used in A/R.
Set days and other parameters of term.

Review/Edit Sales Account Assignments

Sales account assignments are used to identify the G/L accounts to be used when processing the following: sales orders, invoices, and S/O credit memos. The account assignments are made using a combination of customer type, product category, and site designations. Transactions conforming to the defined combination will follow the assignments established for that combination.

Add a new sales account assignment and assign desired G/L accounts.

Enter Sales Representatives

Enter the names of people employed to represent your business in a sales capacity. There are a number of reports in the application which capture commission data, including reports focused on bookings, sales history, and earned commissions.

Enter number and name of sales representative.
Define commission percentage.
Link to employee record.

Configure Sales Module

The Sales configuration allows for a number of options to be selected, such as the following:

Define sales order, quote, return authorization, credit memo, and invoice number generation methods.
Set pricing options.
Specify default settings for invoices, customers, and return authorizations.

Review Characteristics

Because characteristics are used throughout the system, take a moment to review your characteristics and ensure all the appropriate customer attributes are identified.

Select NEW or EDIT to create or modify existing characteristics.

Enter Customer Groups

Customer groups are used to categorize similar customers for reporting purposes.

Enter group name and description.
Add customer members to the group.

Enter Customers

Maintaining detailed customer information is essential to ensuring a successful customer relationship.

Enter customer number and name.
Choose customer type.
Complete contact info.
Define customer settings options.
Add characteristics.

Additional CRM Information

A number of CRM related resources are available on the website.
Training videos can be found here.
CRM products available on the xTuple xChange here.


2. Purchasing Setup

xTuple QuickStart Wizard Product Guide

3. Sales Setup