Import Export Sales Settings

Overview

Import Export process using Excel spreadsheets to add/edit the data.

Areas

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Areas are descriptions / names that are used to describe a set of suburbs that make up that area.

Below is an example of how the worksheet might look. As with other lists Seq No is used to control the order the list  which is then alphabetical within that Seq No.

These areas will be used for both Sales Rep areas and Installer areas

Note: BUZ will default the orders to an Installer/Rep by the post code unless "suburb" is selected in organizational settings

If this is selected BUZ looks for: Suburb, State and postcode 

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Area Setup

Step 1: Create Areas

Settings-> Sales settings-> Import/Export Sales Settings “Areas”

If export for the first time the spreadsheet will be blank.

Fill in Code, Description, Seq No, and operation then import

Note: These areas will be used for both Sales Rep areas and Dispatch areas.

 Seq No is used to control the order the list  which is then alphabetical within that Seq No.

Discount Groups

Bulk Import Export of Customer Discount Groups. See Discount Groups - Customers for field data details.

Lead Status

Add/Edit Lead Status which includes setting the sequence.

Order Status

Add/Edit Order Status which includes setting the sequence.

Price Groups

Bulk Import Export of Customer Price Groups. See Price Groups - Customer for field data details.

Sales Representative Areas

As with Installer Areas list the Areas associated with each Sales Representative.

Sales Representative Private appointments

For detailed instructions, see this page: Leads - How to Create a Private Appointment (Excel Upload)

This a list of private appointments to the Sales Representatives availability. This allows a different number of appointments to be set for specific date or date range and allows time frames such as half day or annual leave.

• RefNo/Lead No - Leave empty

• Sales Rep Code - This can be obtained from the Sales rep file

• Appointment Details - Description if required

• Appointment Date

• Time Start

• Time End

• Operation -

  • A for Add

  • E - Edit

  • D - Deactivate

 

Details in bold must be completed

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Here is an example

Sales Representatives

Bulk import and export of Sales Representatives. See Sales Representatives for field data details.

Suburbs

The list of suburbs has the applicable Area Name down the right column.

If you require areas to be setup for your Sales reps and Installers, Each Suburb must be allocated to an Area using the Area Description. That area is then allocated to a Sales rep and Installer.

Note: All Fields need to be filled in including the State for BUZ to allocated the correct rep/installer. 

Ask our support team for a list of Suburbs in your State or Country to import into BUZ. OR see here for Australia's Suburb/Post code list http://postcodez.com.au/ grouped by standard areas. (Another option http://www.corra.com.au/australian-postcode-location-data/ )

(Find out how BUZ selects an installer here > How BUZ picks an Installer )