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Sales

Sales Module Set Up

The Sales module covers:

  • Customers
  • Services
  • Over the Counter Sales
  • Sales Quotes
  • Sales Orders
  • Sales Invoices
  • Sales Credit Notes

Customer Static Data Required

Customer Type - required for use in BPO and BPOCRM. Each customer must be linked to a Customer Type. The Customer Type field is mandatory when creating a Customer in BPO. The system can be configured to not require the Customer Type when first creating a New Customer in BPOCRM, but then the Customer Type will need to be linked to the customer in BPO before authorising the customer.

Customer Contact Type - ACCOUNTS contact type - feeds to Pastel Evolution (if not set up, the Primary Contact is used.

Bank Name - to be set up if using customer banking details.

Account Type - to be set up if using customer banking details.

Payment Method - to be set up if using customer banking details. If a customer needs to be included in the Debit Order run, you need to ensure a Payment Method is selected where the Payment Method 'Code Type' is 'DO'.

Sales Static Data Required

Credit Terms - standard terms configured: COD, 30 day, 60 day, etc. You can edit the descriptions (not the codes) of these if you want the relevant information to show on the invoice, i.e. 30 days from Invoice / 30 days from Statement.

CRM Configuration

Call Static Data

Work Order Static Data

Related Topics