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

1. Open the Sales Basic Data window.
2. Click the Markets tab, and populate to view existing data.
3. Select a row, then select New.
4. Using no more than 10 alphanumeric characters, enter the code for the sales market in the Market Code column.
5. Enter the description of the sales market in the Description column.
6. Save the record.