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Table of Contents

Data required for each BUZ module

Data needed for setup. All data should be in Excel sheets using the templates downloaded from BUZ.

Leads

• Product Groups: Abbreviation (Code) and description.
• 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
• Price Grids
• Cost Grids (Optional)
• Product Option prices.
• Quote Layout(s) edited.

Order Processing / Production

• Edit Job Sheets and Purchase Orders.
• Production Lines and capacities
• Minimum lead times, number of labels.
• Exceptions e.g. Public Holidays
• Production Statuses
• Do you need Production Processes?
• Bill of Materials (Optional)

Installations

• Installers and capacity
• Installer Exceptions e.g. Public Holidays
• Installer Statuses
• Installer Areas

Computer Requirements

• Latest version of your chosen browser on your chosen computer(s)
• Java Script enabled for browser. See Browser Setup
• Internet connection.

Other information about Getting Started

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Welcome to BUZ

Feel free to download this Excel spreadsheet to use as a guide to setting up your BUZ Profile

Click here to watch the Introduction to BUZ video

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