Data needed for setup. All data should be in Excel sheets using the templates downloaded from BUZ.
Leads
- Branches
- Sales Representatives with Branch
- Exceptions e.g. Public Holidays
- For Reps Territories Suburbs need to be grouped into Areas and Areas assigned to Reps
- Marketing Sources need to be edited to suit current campaigns.
Quoting
- Product Option Templates need to be checked
- Fabrics and colours need to be put in Price Groups for each Inventory Group
- Product Options priced.
- Quote Layout(s) edited.
Production
- Edit Job Sheets
- Production Lines and capacities
- Exceptions e.g. Public Holidays
- Production Statuses
- Do you need Production Processes
Installations
- Installers and capacity
- Installer Exceptions e.g. Public Holidays
- Installer Statuses
- Installer Areas