Easy OnBoarding Enhanced Sales Set Up Easy OnBoarding

Easy On-Boarding Enhanced Sales Set Up

Easy On-Boarding Course Overview • • • Customer Set Up Customer Schedule Set Up Available to Promise Set Up Forecasting Set Up Trade Sales Set Up 2

Easy On-Boarding Enhanced Sales Set Up Flow 3

Easy On-Boarding Customer Data Setup • Financial data (Customer Create) - Customer code Customer type code (optional) Business relation Accounts profiles Credit terms Credit rating code (optional) Tax zone Invoice status code • Operational data (Customer Data Maintenance) - Site - Daybook set - EMT type

Easy On-Boarding Business Relation Create 5

Easy On-Boarding Customer Set Up - Finance 6

Easy On-Boarding Link Bill – To Address - Finance Link Bill-To Address 7

Easy On-Boarding Customer Set Up – Finance cont 8

Easy On-Boarding Customer Set Up – Finance cont 9

Easy On-Boarding Customer Set Up – Finance cont 10

Easy On-Boarding Customer Set Up – Finance cont 11

Easy On-Boarding Customer Data Maintenance 12

Easy On-Boarding Customer Data Maintenance 13

Easy On-Boarding Customer Data Maintenance 14

Easy On-Boarding Customer Ship-To Create Link Ship-To Address 15

Easy On-Boarding Customer Consignment 16

Easy On-Boarding Customer Cross Reference 17

Easy On-Boarding Customer Calendar 18

Easy On-Boarding Customer Order Periods 19

Easy On-Boarding Dock Address 20

Easy On-Boarding Customer Schedule Maintenance 21

Easy On-Boarding Customer Schedule Maintenance 22

Easy On-Boarding Customer Schedule Maintenance 23

Easy On-Boarding Customer Schedule Maintenance 24

Easy On-Boarding Customer Controls 25

Easy On-Boarding Sequence Schedules 26

Easy On-Boarding Sequence Schedules 27

Easy On-Boarding Item Planning Maintenance 28

Easy On-Boarding Item-Site Planning Maintenance 29

Easy On-Boarding Simulation Criteria Maintenance 30

Easy On-Boarding User Forecast Method Maintenance 31

Trade Sales 32

Easy On-Boarding Item-Site Planning 33

Easy On-Boarding Customer Schedule Maintenance 34

Easy On-Boarding Questions? 35

www. qad. com © 2011 QAD Inc 36