Sales Settings for Customers
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 > Sales Settings.
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 Sales Channel list
- Tap on the icon + at the top right corner of the Sales Channel Setting's screen. Fill 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 Customer Group list
- Tap on the icon + at the top right corner of the Customer Group Setting's screen. Fill 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 Trading Format list
- Tap on the + at the top right corner of the Trading Format Setting's screen. Fill 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.