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DescriptionHow 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 other details if necessary.

Save the customer record.

Create a customer location Open an Entity customer record, then go to Locations tab.
  Click Insert button.
  

Enter the Entity Location details.

  • Note: Required details > Location Name and Terms.

Save and close the Entity Location record.

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
Create a customer contact 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.

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 in place.
Create a Quote Go to Sales > Quotes
  If the Search grid is displayed, click New button.
  

Enter the following required header details: Customer, Location, Bill To, Ship To, Terms

Enter the following grid details - Item No, UOM, Ordered, Discount, Price, Comments, Storage Location

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.

  • Note: Required fields when processing to SO: BOL No, Freight Terms, UOM
Create a Sales Order Go to Sales > Sales Orders
  If the Search grid is displayed, click New button.
  

Enter the following required header details: Customer, Location, Bill To, Ship To, Terms

Enter the following grid details - Item No, UOM, Ordered, Discount, Price, Comments, Storage Location

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
  • Note: Items with Item Type equal to Non-Inventory, Service, and Other Charges are not allowed to be processed to Inventory Shipment.
Create an Invoice Go to Sales > Invoices
   
   
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