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Settings
Settings
This is were the base information is established for all areas of BUZ.
These include:
Organisation
- Organization Details
- Branches
- Chart of Accounts
- Financial Settings
- Users
Features
- Inventory Items
- Inventory Settings
- Groups
- Inventory Discount Groups
- Cost Grids
- Price Grids
- Pricing Coefficients
- Group Options
- Sales Settings
- Sales Representatives
- Customer Discount Groups
- Customer Price Groups
- Areas (Territories)
- Sales Representative Exceptions
- Lead Status
- Order Status
- Organization Documents
- Workflow Timing & Tracking Settings
- Installers
- Production Lines
- Production Processes
- Production Status
- Installation Types
- Installation Status
- Document Templates
- Quote
- Invoice
- Statement
- Email Templates
- Customer User Invite
- Customer Order Confirmation
- Users
- Licenses
- Inviting users
Connect
- BUZ to BUZ
- BUZ to Xero
, multiple selections available,
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Sales Representatives - Calendar
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Data Required for Each BUZ Module
Data Required for Each BUZ Module
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Inventory Groups
Inventory Groups
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Bank Accounts
Bank Accounts
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Import/ Export Workflow Settings
Import/ Export Workflow Settings
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Organization Details
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