Description | How To |
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Create a salesperson | Go to Sales > Sales Rep |
If the Search 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. | |
Enter the required customer details:
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.
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.
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.
Go to Portal Permissions tab. Check the menus that will be accessible to the contact.
Save and close the Entity Contact screen. Open another i21 login page.
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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. | |
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, Price 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 on above Quote. Enter the required header details: Location, Bill To, Ship To, Terms Enter other header details if necessary. Enter the following grid details - Item No, UOM, Ordered, Price 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.
On Inventory Shipment screen:
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Create an Invoice | Go to Sales > Invoices |
If the 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. Enter the 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 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.
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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 Invoice | 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.
Click Post button. Close the Receive Payments Posting Details screen.Close the Receive Payments screen. |