Table of Contents | ||
---|---|---|
|
Once a quote is accepted/processed it goes through Option 1
- Check Installer for that area
- Check Is a pickup location ? Does deliveries or is a courier ?
- If by Suburb
- Check
...
- who the installer is by Suburb, Post Code and State
- If by Post Code (This was developed for the UK but can be used by anyone. For the UK it splits the post code into 2 with the space to use only the first part of the post code to lookup)
- Check who the installer is by Post Code only
- Check Skills
If Option 1 returns "Null" BUZ will proceed to Option 2
- Check the branches default installer
...
4. Check all installers (forgetting about branch/Is a pickup location ? Does deliveries or is a courier ?)
a.Check skills
...
If both options 1 & 2 return "Null" BUZ will select the first current installer sorted by sequence number and code
Important Notes
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.