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Description	How To
Create a salesperson	Go to Sales > Sales Rep
	If the Search grid is displayed, click New button.
	Enter the required salesperson details: Entity tab > Name, Contact Name, Location Name Enter other details if necessary. Save and close the record.
Create a customer	Go to Sales > Customers
	If the Search grid is displayed, click New button.
	Enter the required customer details: Entity tab > Name, Contact Name, Location Name Customer tab > Terms Enter the Email add. Enter other details if necessary. Save the customer record.
Create a customer location	Go to Sales > Customers. Open an Entity customer record, then go to Locations tab.
	Click Insert button.
	Enter the required details - Location Name and Terms. Enter other details if necessary. Note: To have a Ship Via record, go to Common Info > Ship Via To have Terms record, go to Common Info > Terms To have Tax Code record, go to Common Info > Tax Codes To have Warehouse record, go to Common Info > Company Locations To have Freight Terms record, go to Common Info > Freight Terms Save and close the Entity Location record.
Create a customer contact	Go to Sales > Customers. Open an Entity customer record, then go to Contacts tab.
	Click the Insert button.
	Enter the Entity Contact details. Note: Required details > Full Name. If the Portal Access is checked, Email add will become a required detail. Check the Portal Access check box and provide an Email address. Save the changes. Click the Change Password button and enter the new contact password. Save the changes. Click the Email Login button to send the login credential to the contact's Email add. Note: For this to be successful, the System Manager > Company Preferences > SMTP Email Settings should be properly configured. Go to Portal Permissions tab. Check the menus that will be accessible to the contact. Note: If User Type = Admin, you can check/unchecked the Customer Contact List menu. Save and close the Entity Contact screen. Open another i21 login page. User Name - enter the contact's Email add. Password - enter the contact's password. Company - enter the company where the contact belongs to.
	**Note: Before you can proceed with the following, make sure that the needed GL account setup for sales are in place. Items from Inventory should also be properly setup.
Create a Quote	Go to Sales > Quotes
	If the Search grid is displayed, click New button to open a new Quote screen.
	Enter the following required header details: Customer, Location, Bill To, Ship To, Terms Enter other header details if necessary. Enter the following grid details - Item No, UOM, Ordered, Discount, Price, Comments, Storage LocationPrice Enter other grid details if necessary. Save the record. Click Duplicate button to duplicate the current record. Set the Quote Status to Won. Click the Process button to process this Quote to Sales Order. Close the Sales Order screen.
Create a Sales Order	Go to Sales > Sales Orders
	If the Search grid is displayed, click New button to open a new Sales Order screen.
	Select the same customer that you used in on above Quote. Enter the following required header details: Location, Bill To, Ship To, Terms Enter other header details if necessary. Enter the following grid details - Item No, UOM, Ordered, Discount, Price, Comments, Storage Location Enter other grid details if necessary. Save the record. Click Duplicate button to duplicate the current record. Click the Process button to process this Sales Order to Inventory Shipment. Note: Required fields when processing to SO: BOL No, Freight Terms, UOM. Price equal to 0.00 will not be processed. Items with Item Type equal to Non-Inventory, Service, and Other Charges are not allowed to be processed to Inventory Shipment. On Inventory Shipment screen: Enter the grid Quantity. Click Ship button. Close the Inventory Shipment screen.
Create an Invoice	Go to Sales > Invoices
	If the Search grid is displayed, click New button to open a new Invoice screen.
	Select a the same Customer that you used in above Sales Order.On Add Inventory Shipment screen, select the Sales Order (above transaction) that you processed to Inventory Shipmenton above Quote and Sales Order. Enter the following required header details: Location, Bill To, Ship To, Terms, Freight Terms Enter other header details if necessary. Enter the following grid details - Item No, UOM, Shipped, Price Enter other grid details if necessary. Click Save then Click the Post button. Click the Print button to view the preview of the Invoice report.
	Click the Email > Email Template - this will open the Email Template screen. Enter the email that you want to appear on the sent email. Check the Default check box button. Attach your company logo or any image. Enter the Email Header text. Enter the Email Footer text. Save and close the Email Template.
	Back on Invoice, click the Email > Email Invoice button. This will send the Invoice to the customer's primary contact. Close the Invoice screen.
Pay the InvoiceReceive Payments	Go to Sales > Receive Payments
	Select the Deposit Account. Use the Location and Currency to filter the records in the grid. Look for the the Invoice (created above) you want to pay. Enter a Payment Select a Payment Method Enter Notes	Click Post button. Close the Receive Payments Posting Details screen.Close the Receive Payments screen.

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