Page History
Description | How To | |||
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1. Create a | salespersonCustomer | Go to Sales > Customers | ||
Sales Rep | If the Searchsearch grid is displayed, click New button . | |||
Enter the required salesperson details:
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.
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Provide | Enter the required customer details:
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.
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Click Insert button. | ||||
Enter Provide the required details - Location Name and Terms. Enter Fill out other details fields if necessary.
Save and close the Entity Location record. | ||||
Create 3. Add a customer contactContact | Go to Sales > Customers.
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Click the Insert button. | ||||
Enter Provide the Entity Contact details. Note: Required details >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.
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Go to Portal Permissions tab. Check the menus that will be accessible to the contact.
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.
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**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. | ||||
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 Fill out other header details fields if necessary. | ||||
Add an item in the grid area. Enter Provide the following grid details - Item No, UOM, Ordered, Price. Enter Fill out other grid details fields 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. | |||
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 on above Quote. | Provide Enter the required header details: details on header area - Customer, Location, Bill To, Ship To, Terms, BOL No, Freight Terms, UOM. Fill out Enter other header details fields if necessary. | |||
Add an item in the grid area. Provide Enter the following grid details - Item No, UOM, Ordered, Price. Enter Fill out 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.
On Inventory Shipment screen:
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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 the same Customer that you used on above Quote and Sales Order.a Customer. (If the Add Inventory Shipment screen is displayed, close it) Provide the required details on header area - Customer, Enter the required header details: Location, Bill To, Ship To, Terms, Freight Terms. Enter Fill out other header details fields if necessary. | ||||
Add an item in the grid area. Enter Provide the following grid details - Item No, UOM, Shipped Ordered, Price. Enter Fill out other grid details if necessary. | ||||
Save the record. Click Save then 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.
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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 Payment | 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.
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.
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Double click the Amount Paid field. | ||||
Save the record. | ||||
Click Post button. |