System Configuration

Numerous system configurations may be defined within the tool, including the following: payment terms, payment types, shipping methods, company information, locations, regions, trucks, sales representatives, inventory item types, line item types, lead sources and state, and county and city sales tax.

Miscellaneous charges may be configured for labor, delivery, and service charges, or other user-defined needs. Customized text may also be added to standardized forms. Additionally, customized “lost” reason codes and descriptions may be added to the quote configuration are within the tool. significant, especially for companies with multiple years of historical data.