2. Organization Setup
Locations
Setup > Organization Setup > Locations Locations Define manufacturing or sales location in your organization. Each location can have a parent location to allow you to setup regions. Parent: Parent location - use this to create regions Location: The ...
Company Details
Setup > Organization Setup > Company Details Company Details is where Company Name, Address and Company Logos are manager. These details will be displayed on internal and external reports. Company Name: Name of your company Address: Address, City, ...
Customer Status
Setup > Organization Setup > Customer Status Customer Status ClaricoQUOTE allows you to set different customer statuses. For each status you can define the waring level and if customer with this status should be added to the customer selection ...
Ship Via
Setup > Organization Setup > Ship Via Manage Ship Via Items Master List of all the Ship Via options that are available. Use this page to Add new items, edit or delete existing items. Import or export Ship Via Items using csv files. Default Ship Via ...
Sales Terms
Sales Terms Setup > Organization Setup > Sales Terms This is the master list of all available sales terms. Here you can set the default Terms when creating a new quote. If a sales Term is assigned to an Organization then the sales term that is ...