Sales Center Setup Tasks

The Sales Center is a powerful tool. This set-up task list is created to help you get started using the Sales Center as fast as possible, and to set it up right. If you want to set up your Sales in FlexiBake, this is the place to start. Simply follow the links below: 

1. Add a Customer
2. Create a price tier
3. Set Product Prices Within a Price Tier
4. Assign a Price Tier to a Customer
5. Create a Standing Sales Order
6. Create a Shadow Order
7. Set Invoice and Statement Delivery Methods
8. Apply a Payment Term to a Customer

Additional Tasks

9. Create Customer Categories 
10.  Add a Default Customer Reference
11.  Update Customer Account Number
12. Apply a Payment Term to a Sales Order
13. Assign Tax Profiles to Customers
14. Set Customer Credit Limit
15. Set up Customer for use with Daily order log
16. Assign a Salesperson to a Customer

If you have your sales center set up, and want to get your online sales flowing, go to the Online Ordering Portal Setup Tasks list. Online Ordering Portal Task List