Branch Code
Select the branch code you want set-up or adjust the “new customer default” details for. You should enter details in this function for each branch that requires “quick” customer creation from the Sales Order Entry function.
Without these default details specified for a given branch, any users allocated with the branch as their “default branch” will not be allowed to create customers from within Sales Order Entry.
In other words, to activate the ‘New Customer’ facility in Sales Order Entry, the user default branch must have these details recorded in the system.
When a user assigned to the branch creates a new customer via Sales Order Entry, that customer will be recorded in the system with the data entered in this function against the branch. This makes it quicker for the user to create the customer as they’re entered an order, and provides consistent default customer settings per branch.
The details recorded on the new customer can be changed at a later as required via the Customer Details function.
Note: You cannot create or delete branches with this function.
Representative Code
Select the default Sales Rep you want used for the branch you have selected.
Price Level
Select the default Price Level you want used for the branch you have selected.
Customer Category
Select the default Customer Category you want used for the branch you have selected.
Division
Select the default Division you want used for the branch you have selected.
Market Segment
Select the default Market Segment you want used for the branch you have selected.
Client Type
Select the default Client Type you want used for the branch you have selected.