Sales Groups Setup

Make the following selections from the eSite menu to display this page:

Setup—Rebillings—Retail—Sales Groups

Use this tab to add, view, and delete Sales Group associations. After you set up Sales Groups then you can set up Sales Categories.

Note Note

Filter Buttons Filter button in column headers allow you to change what appears in the grid. Sales Category

Field List

ClosedGrid Fields

Note Note

A red asterisk ( * ) indicates a required field or selection.

Add Sales Group button

Select this button to add a Sales Group to eSite. Refer to the add instructions later in this topic.

Sales Group*

The  user-defined Sales Group. Once saved, it cannot be edited. Examples:

Apparel

CONS

Health

Home

Description*

The description of the Sales Group. Examples:

Apparel/Accessories

Consumer services

Health related

Home related

Delete Delete icon

Use the Delete button to delete a Sales Group. Refer to the delete instructions later in this topic.

Reset button

Use the Reset button to discard changes to the grid.

Save button

Use the Save button to save changes to the grid. Unsaved changes are not permanently saved in eSite.

Procedures

ClosedTo Add a Sales Group

  1. From the eSite menu, select Setup—Rebillings— Retail—Sales Group. The Sales Groups grid appears.
  2. From the Sales Groups grid, click Add Sales Group.
  3. Enter Sales Group information into the fields that appear, tabbing between fields.
  4. Click Save.

ClosedTo Edit a Sales Group

  1. From the eSite menu, select Setup—Rebillings— Retail—Sales Groups. The Sales Groups grid appears.
  2. Click in a field and it becomes editable.
  3. Make the desired changes. Use the Fields list for help.
  4. Click Save.

NoteNote

You cannot edit the Sales Group field.

ClosedTo Delete a Sales Group

  1. From the eSite menu, select Setup—Rebillings— Retail—Sales Groups. The Sales Groups grid appears.
  2. Click the Delete button Delete iconfor the Sales Group you want to delete. The Sales Group is deleted from the grid immediately.
  3. Click Save. The Sales Group is permanently deleted from the grid.

To Display / Print a Sales Groups List

See Also

Sales Groups Overview

Sales Group List

Sales Group Setup Questions

Commercial Setup

 

Copyright © 2018 Infor. All rights reserved. www.infor.com.