Parts Point of Sale Manager - Flipbook - Page 27
Field
Description
Invoice
This will determine which staff are able to raise invoices. Often set at 1
Credit Note
This will determine whether you are able to raise Credit notes within Point-of-Sale.
Tie
estimate/target
This parameter is used in conjunction with the previous one and controls the user
access level required to produce an estimate without linking it to a target (0-9), and
therefore avoiding creating a contact record.
Estimate
contact code
It is possible to trigger the creation of a contact record in the marketing database if an
estimate is produced in Parts or Service Point-of-Sale. This feature will obviously only
work if a marketing target is attached to the WIP (see the next parameter). If this
parameter is set and a target is linked to the WIP then, after the estimate print is
requested, a window is opened asking for the grade (Strong, Medium or Weak) and the
follow-up date which will default in line with the normal marketing conventions as set up
against the contact type.
Refer to a Marketing consultant for further information.
Allow proformas
Priority required to produce a pro-forma invoice
Pro-forma
contact code
It is possible to trigger the creation of a contact record in the marketing database if a
pro-forma is produced in Parts or Service Point-of-Sale. This feature will obviously only
work if a marketing target is attached to the WIP (see the next parameter). If this
parameter is set and a target is linked to the WIP then, after the estimate print is
requested, a window is opened asking for the grade (Strong, Medium or Weak) and the
follow-up date which will default in line with the normal marketing conventions as set up
against the contact type.
Leave blank if not required
Refer to a Marketing consultant for further information.
Key Information – Point of Sale Parameters
28/08/2008
Page 27 of 102
