Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

« Previous Version 7 Next »

BUZ 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

If Option 1 returns "Null" BUZ will proceed to Option 2

  1. Check the branches default installer

a. Check Skills

2. Check the installers associated to the branch

a. Check Skills

3. Check all installers

a.Check Skills

 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 retunr "Null", BUZ will select the first current installer sorted by sequence number and code


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

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

 

  • No labels