Customer Set Up (Detailed)

Customer Set Up (Detailed)

Article Summary


This article explains how how to manage Customer Related information within Sales.Live

Customer Groups

Customer Group is a field that lets you group Customers together into similar categories, within Sales..Live.

You can decide on what your Customer Groups are and name them as required.  

Note:
  1. In Connected Mode Customer Group will come from your Business System that you are connected to.
  2. If not in Connected Mode, you can Add, Edit or Delete them from within Sales.Live as this article outlines.

To setup Customer Groups, you must be an Administrator.

Go to the Setup Menu on the left hand side:



Then select Customer Groups.










Now you can Add, Edit or Delete as many Customer Groups as required.

Click the Create Customer Group Button, and enter a Name & Description for the Group. 


Customer Areas

Customer Area is a field that lets you group Customers together into similar geographical areas.  

Note: 
  1. In Connected Mode Customer Areas will come from your Business System that you are connected to.
  2. If not in Connected Mode, you can Add, Edit or Delete them from within Sales.Live as this article outlines.

To setup Customer Areas, you must be an Administrator.

Go to the Setup Menu on the left hand side:




Then select Customer Areas.

Now you can Add, Edit or Delete as many Customer Areas as required.

Click the Create Customer Area Button, and enter a Name & Description for the Group, and click the Add Customer Area Button to Save it

To Edit or Delete a Customer Area, click the Modify Button, next to the Customer Area and you can Edit or Delete the Area. 





Sales Representatives

Sale Reps can be allocated to Customers, so that when placing Quotes, Orders or Invoices for a Customer, the Sales Rep will automatically default based on the Customer.

To do this Sales Representatives can be setup in Sales.Live and allocated to Customers.

Note:

  1. In Connected Mode Customer Sales Representatives will come from your Business System that you are connected to.
    You cannot add, edit or delete records but you can link Sales Representatives to Warehouses (see below)
  2. If not in Connected Mode, you can Add, Edit or Delete them from within Sales.Live as this article outlines.

To setup Customer Sales Reps you must be an Administrator.

Go to the Setup Menu on the left hand side:



Now select Sales Reps

Now you can Add, Edit or Delete as many Sales Representatives as required.

Click the Create Sales Representative Button, and enter a Name & Description for the Group, and click the Add Sales Representative Button to Save it

To Edit or Delete a Sales Representative, click the Modify Button, next to the Sales Representative. 



Restricting Sales Reps to a Warehouse

You can restrict which Warehouses a Sales Rep can Sell from and see Stock information for.

To do this, click on the Setup Menu in Sales.Live, and then Select the Sales Representative button as outlined above.
Click the Modify Button next to the Sales Representative that you want to restrict. 

You can now select which Warehouses the Sales Representative has access to by clicking the Warehouse in the left side of the screen. This moves the Warehouse to the Right Hand side of the screen. 


To remove a Warehouse from the Selected Warehouses list, just click it and it will move to the left side of the screen.
When you're finished, press the Update Sales Representative button.

Need further information? Submit a ticket by sending an email to Support@Plus.Live or use the "Chat" option (note - only available within Plus.Live).



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