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

1. Create Customer Categories 
2.  Add a Default Customer Reference
3.  Update Customer Account Number
4. Apply a Payment Term to a Sales Order
5. Assign Tax Profiles to Customers
6. Set Customer Credit Limit
7. Set up Customer for use with Daily order log
8. 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