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

 PkId  Seq No.  Code  Description  Is Not Current  Operation 
 10BSHORENorth ShoreFALSEA

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 

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

 Image Added

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.

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