Hello, how can ATALINK help you?

To access this setting , your login account must be assigned to one of the following roles:

• Super Administrator
• Administrator

You can configure Settings for Sales and Customers by accessing My Tasks > Settings > tap on Sales

1. Sales Channel Setting

This setting is used to manage the sales channel in the company. This setting helps businesses customize sales channels to fit current situations and upcoming events.

How to edit the Sales Channel list

• Tap on the icon + at the top right corner of the Sales Channel Setting ‘s screen. Fill in the Channel Name and Description, then tap the Create to complete .
• Tap on the icon  to edit the selected Sales Channel
• Tap on the icon  to delete the Sales Channel. Note: You can not delete the Sales Channels which is in use

2. Customer Group

This setting is used to classify customers of your company. Customer Group will help you take care of your customer better.

How to edit the Customer Group list

• Tap on the icon + at the top right corner of the Customer Group Setting ‘s screen. Fill in the Customer Group, Sales Channel, and Description, then tap the Create to complete .
• Tap on the icon  to edit the selected Customer Group
• Tap on the icon  to delete the Customer Group. Note: You can not delete the Customer Group which is in use.

3. Trading Format Setting

This setting is used to classify the trading format of your customers.

How to edit the Trading Format list

• Tap on the + at the top right corner of the Trading Format Setting ‘s screen. Fill in the Trading Format Name, and Description, then tap the Create to complete .
• Tap on the  to edit the selected Customer Group
• Tap on the  to delete Trading Format. Note: You can not delete Trading Format which is in use.