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Change Customer Sales AreaThe sales agency or representative information associated with a sales area or region code is user maintained. When the agency for a sales area region changes, simply modify the information associated with that sales area record. All customer and invoice or credit records with that sales area code will point to the new agency information. Some publishers prefer to tie a specific agency to a specific code. When the agency for a sales territory changes, the publisher creates a new sales area record for the new agency relationship. The downside of this approach is that the sales area codes in the customer records in that region must be changed, too. The default sales area for an order or invoice comes from the ship-to customer, which increases the number of customer records that need to be updated. If this is how your company manages sales areas, let the optional module to change customer sales area do all this mind-numbing work for you. Enter the old and new sales area codes. Limit the updates to specific customer type codes or to a range of zip codes. Then the program replaces the old sales area code with the new one. For information regarding the cost to add this optional module to your Cat’s Pajamas system, send an email with your name and company name to info@tcpj.com. Or call us at 800-827-2287.
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