|
|
Assign Customer Territory
Code:
Assign Customer Territory
Code allows you to reset all the Sales History
for any Customer's Bill-to or Ship-to Territory
Code assignment. Even in cases where
there might be more than one assigned Territory
code or none at all, all the history and
order entry records for that bill-to / ship-to
will be converted to the assigned Territory.
- Simply browse your Customer list
and select the code you want to change.
- Type or browse for the new territory code and
add it to the list.
- Click "go" and PowerTools does the
rest.
Assign Customer Territory Code automatically
converts all current and historic records
to the new codes. So you can rest assured
that all critical information is retained:
- Customer Information
- Sales Orders
- Sales History
|
Assign Customer
Salesperson
Code:
Assign Customer
Salesperson Code allows you to reset all the Sales History
for any Customer's Bill-to or Ship-to
Salesperson assignment. Even in cases where
there might be more than one assigned
Salesperson code or none at all, all the history and
order entry records for that bill-to / ship-to
will be converted to the assigned
Salesperson.
- Simply browse your Customer list
and select the code you want to change.
- Type or Browse for the new
Salesperson code and
add it to the list.
- Click "go" and PowerTools does the
rest.
Assign Customer Salesperson Code automatically
converts all current and historic records
to the new codes. So you can rest assured
that all critical information is retained:
- Customer Information
- Sales Orders
- Sales History
|
|
|
|
