Contents. i
Table of Figures. iii
Preface. v
Audience for this Guide. v
How to Use this Guide. v
Other Information Sources. v
Writing Conventions in this Document v
Your Feedback. vi
Before You Begin. 7
Standard Features. 7
Buttons and Functions. 8
Login. 9
Page Structure. 12
Side Menu Bar 12
Page Header 12
Content 13
Single Sign On. 14
Sales Management. 16
Route Tariff 16
Add Route Tariff 16
Salesmen Definition. 17
Add Salesmen. 18
Teams Definition. 19
Add Teams. 19
Customer Agents. 20
Packing Definition. 20
Add Packing. 21
Team Members. 22
Salesmen Customer 23
Permits. 24
Order Type. 25
Add Order Type Details. 26
End Customers. 26
Add End Customer 27
Price List. 29
Product List 29
Add Product Lists. 29
Customer Price List 31
Sales Order. 33
Quotation. 33
Add Quotation. 34
Sales Order 35
Add Sales Order 36
Sales Order Shipment 41
Add Sales Order Shipment 42
Booking. 51
Booking Release. 52
Generate Invoice. 53
Pallet Return. 54
Add Order Pallet 55
Sales Return. 55
Add Sales Return. 56
Dispatch. 58
Delivery Permissions. 58
Scaling. 60
Return Delivery Permission. 63
Scaling. 64
Transfer Delivery Permission. 67
Reader’s Comment Form.. 68