Sales Setup

Kathy-

Yes there is. If you are not already doing so, I would highly suggest
you have Epicor assist you with the setup of the CRM module (if Dan
McCarter is still available). We tried it ourselves in the 3rd quarter
of last year and are still "tinkering" with it. We found out after the
fact that this is the suggested method - after we had already started
down this road alone.

Thanks!



Rick Ludwig



-----Original Message-----
From: vantage@... [mailto:vantage@...] On Behalf
Of Kathy Hambleton
Sent: Wednesday, July 20, 2005 8:16 AM
To: Vantage Onelist (E-mail)
Subject: [Vantage] Sales Setup


After many years of using Vantage we are finally trying to set up the
sales module. I have set up my territories and sales persons, we also
assigned a territory & sales person to each of our customers. Now I
need to know if there is a way to give access to each of the sales
people so that they only see the territory, customers, quotes and/or
sales orders that belong to them?


Kathy Hambleton
Electron Energy Corporation
717-898-2294
717-898-0660 (fax)


Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
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(2) To search through old msg's goto:
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[Non-text portions of this message have been removed]
After many years of using Vantage we are finally trying to set up the
sales module. I have set up my territories and sales persons, we also
assigned a territory & sales person to each of our customers. Now I
need to know if there is a way to give access to each of the sales
people so that they only see the territory, customers, quotes and/or
sales orders that belong to them?


Kathy Hambleton
Electron Energy Corporation
717-898-2294
717-898-0660 (fax)
Kathy,

I don't know if you can restrict their access to view sales orders
outside of their territory but you can restrict almost everything else.


All you need to do is go to the workforce table and make sure for each
salesperson the "view all territories" check box is not check. Also,
make sure there is only one salesperson assigned to each territory.

Good Luck,

Michelle

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Kathy Hambleton
Sent: Wednesday, July 20, 2005 9:16 AM
To: Vantage Onelist (E-mail)
Subject: [Vantage] Sales Setup


After many years of using Vantage we are finally trying to set up the
sales module. I have set up my territories and sales persons, we also
assigned a territory & sales person to each of our customers. Now I
need to know if there is a way to give access to each of the sales
people so that they only see the territory, customers, quotes and/or
sales orders that belong to them?


Kathy Hambleton
Electron Energy Corporation
717-898-2294
717-898-0660 (fax)


Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links



_____

YAHOO! GROUPS LINKS



* Visit your group "vantage
<http://groups.yahoo.com/group/vantage> " on the web.

* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>

* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
Service <http://docs.yahoo.com/info/terms/> .


_____




[Non-text portions of this message have been removed]