Difference between revisions of "Sales Setup (Workflow ID-111)"
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| + | [[de:Einrichtung Vertrieb (Workflow ID-111)]] | ||
| + | [[el:Ρύθμιση Πωλήσεων (Workflow ID-111)]] | ||
| + | [[es:Definición de Ventas (Workflow ID-111)]] | ||
| + | [[fr:Paramétrage ventes (Workflow ID-111)]] | ||
| + | [[hu:Értékesítés beállítása (Workflow ID-111)]] | ||
| + | [[id:Sales Setup (Workflow ID-111)]] | ||
| + | [[it:Configurazione vendite (Flusso di lavoro ID-111)]] | ||
| + | [[ja:販売セットアップ (ワークフロー ID-111)]] | ||
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| + | [[pt:Guia de abertura Vendas (Fluxo de trabalho ID-111)]] | ||
| + | [[ro:Iniţializare Vânzări (Workflow ID-111)]] | ||
| + | [[ru:Настройки продаж (Workflow ID-111)]] | ||
| + | [[sr:Подешавање продаје (Воркфлов ID-111)]] | ||
| + | [[sv:Inställningar försäljning (Arbetsflöde ID-111)]] | ||
| + | [[th:ต้งระบบขาย (เวิร์กโฟลว ID-111)]] | ||
| + | [[tr:Sales Setup (İş Akışı ID-111)]] | ||
| + | [[zh:销售设置 (工作流程 ID-111)]] | ||
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Revision as of 18:36, 15 November 2017
Workflow: Sales Setup
Description: Setup Sales
Help: Setting up Sales Representatives, Commissions as well as Marketing Channels and Campaigns.
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| Name | Description | Help | Type | Zoom |
|---|---|---|---|---|
| Business Partner | Set up Sales Representative as Business Partner | Set up the sales representative as Employee and Sales Representative in the Employee tab. Also set up the Vendor part, if you want to create payments. | User Window | Business Partner |
| User | Define Sales Representative as User | Users can log into the system and have access to functionality via one or more roles. Select the Business Partner you just set up. This enables the user to be treated as sales rep in the system. | User Window | User |
| Sales Region | Maintain Sales Regions | The Sales Region Window defines the different regions where you do business. You can generate reports based on Sales Regions | User Window | Sales Region |
| Commission | Maintain Commissions and Royalties | Define how and when you want the commissions to be calculated and to whom to pay it.
The Commissions Window allows you define how commissions and royalties will be paid. You can pay multiple commissions for the same order or invoice (e.g. to the person entering the transaction, to the person responsible for sale of the product (category) and or business partner (group). |
User Window | Commission |
| Marketing Channel | Maintain Marketing Channels | The Marketing Channel Window defines the different channels used in Marketing Campaigns | User Window | Marketing Channel |
| Marketing Campaign | Maintain Marketing Campaigns | The Marketing Campaign Window defines the start and end date for a campaign. It also gives a running balance of the invoice amounts which referred to this campaign. | User Window | Marketing Campaign |
