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BUZ Picking an installer

Table of Contents
excludeBUZ Picking an installer

Once a quote is accepted/processed it goes through Option 1

  1. Check Installer for that area
    1. Check Is a pickup location ? Does deliveries or is a courier ?
    2. Check Skills

...

 a.Check skills

 

If both options 1 & 2 retunr return "Null" , BUZ will select the first current installer sorted by sequence number and code


Note

...

All Fields in your suburb setup need to be filled in including the State for BUZ to allocated the correct rep/installer. 

For more info on setting up suburbs/areas see this link → Import Export Sales Settings#AreaSetup


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

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For more info on setting up suburbs/areas see this link → Import Export Sales Settings#AreaSetup