Enter Markets
Explanation
Use this activity to view, modify, or enter the markets in which your
company works. You can then specify a market for every customer. This market
then will appear as a default on all customer orders for that customer. The
default market can be changed on the order. Statistics can be
obtained per market. This functionality allows you to group and analyze
customers by market sector, separately from region, district, or sales group.
This optional entry allows more flexibility in generating reports and
statistical analysis. For example, you could create a market code to group all
governmental agencies, or specific targeted markets that you want to closely
follow.
Prerequisites
There are no prerequisites.
System Effects
As a result of this activity:
- A market is defined.
- The market code will be available in the List of Values in other windows, e.g.,
Customer,
Customer Order.
- Each customer can be linked to a default market in the
Customer/Order/General
tab. This linked market will display as the default on customer orders for
this customer. The default value can be changed or deleted on individual
orders.
- Statistical reports can be generated to show customer order activity by
market.
Window
Sales Basic Data
Related Window Descriptions
Sales Basic Data
Sales Basic Data/Markets
Procedure
- Open the Sales Basic Data window.
- Click the
Markets tab, and populate to view existing data.
- Select a row, then select New.
- Using no more than 10 alphanumeric characters, enter the code for the sales market in the Market Code column.
- Enter the description of the sales market in the Description column.
- Save the record.