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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 BUZ cannot find an installer for the area 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 BUZ still cannot find an installer after the above, 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

 

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