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salesperson

Description		How To
1. Create a	Customer		Go to Sales > Customers
Sales Rep		If the Search 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.
to open a new Entity screen. Make sure Entity Type shows Customer.
		Provide		Enter the required customer details: Entity tab > Name, Contact Name, Location Name Customer tab > Terms Enter Fill out the Email add field. Enter other details Fill out other fields on Entity tab and Customer tab, if necessary. Save the customer record.
Create 2. Add a customer locationLocation		Go to Sales > Customers. Open an Entity customer record, then go to Locations tab.
		Click Insert button.
		Enter Provide the required details - Location Name and Terms. Enter Fill out other details fields 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 3. Add a customer contactContact		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 > Provide the required details - Full Name. If the Portal Access is checked, Email add (username) will become a required detail. Check the Portal Access check box and provide an Email address Provide the Email (username). Fill out other fields if necessary. 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 email add. Note: For this to be successful, the System Manager > Company Preferences > SMTP Email Settings should be properly configured. Image Modified
		Go to Portal Permissions tab. Check the menus that will be accessible to the contact. Note: If User Type = is Admin, you can check/unchecked the Customer Contact List menu. Save and close the Entity Contact screen.
		Open another the i21 login page on another tab. Use the customer contact's credential to log on to i21. 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 setup.
4. Create a Quote		Go to Sales > Quotes
		If the Search search grid is displayed, click New button to open a new Quote screen.
		Provide Enter the following required details on header details: area - Customer, Location, Bill To, Ship To, Terms Enter the following grid details - Item No, UOM, Ordered, Discount, Price, Comments, Storage Location Save the record. . Fill out other header fields if necessary.
		Add an item in the grid area. Provide the following details - UOM, Ordered, Price. Fill out other grid fields if necessary.
	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.
5. Create a Sales Order		Go to Sales > Sales Orders
		If the Search search grid is displayed, click New button to open a new Sales Order screen.
Select the same customer that you used in above Quote.		Provide the required details on header area - Customer, Enter the following required header details: Location, Bill To, Ship To, Terms Enter the following grid details - Item No, UOM, Ordered, Discount, Price, Comments, Storage Location Save the record. , BOL No, Freight Terms, UOM. Fill out other header fields if necessary.
		Add an item in the grid area. Provide the following details - UOM, Ordered, Price. Fill out other grid details if necessary.
	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. Enter the grid Quantity. Click Ship button. Close the Inventory Shipment screen.
6. Create an Invoice		Go to Sales > Invoices
		If the Search 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 . (If the Add Inventory Shipment screen , select the Sales Order (above transaction) that you processed to Inventory Shipment.is displayed, close it) Provide the required details on header area - Customer, Enter the following required header details: Location, Bill To, Ship To, Terms, Freight Terms. Fill out other header fields if necessary.
		Add an item in the grid area. Provide the following details - UOM, Ordered, Price. Fill out other grid details if necessary.
		Save the record. Click the Click 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. Provide the Email Template details. Check the Default check box button. On Email Sender field, enter 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 to Invoice, click the Email > Email Invoice button. This will send the Invoice to the customer's primary contact. Close the Invoice screen.
7. Create a Credit Memo		Go to Sales > Credit Memos
		If the search grid is displayed, click New button to open a new Credit Memo screen.
		Provide the required details on header area - Customer, Customer, Location, Bill To, Ship To, Terms. Fill out other header fields if necessary.
		Add an item in the grid area. Provide the following details - UOM, Ordered, Price. Fill out other grid details if necessary.
		Save the record. Click Post button.
		Close the Invoice screen.
8. Pay the Invoice	Via Receive PaymentReceive Payments	Go to Sales > Receive Payments
		Select the Deposit Account. Use the Location and Currency to filter the records in the grid. Look In the grid area, look for the the Invoice (created above) you want to pay. Enter a Payment. Select a Payment Method. Enter Notes if necessary. Click Post button. Close the Receive Payments Posting Details screen.Close the Receive Payments screen.
	Via Receive Payment Details	Go to Sales > Receive Payment Details
		Select a Customer.
		Provide the required details - Location, Deposit Account, Payment Method.
		In the grid area, look for the Invoice you want to pay. Enter a Payment.
		Double click the Amount Paid field.
		Save the record.
		Click Post button.

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