Setup Requirements for Showroom Sales Upgrades

Following are the setup requirements for showroom sales upgrades.

Note: The showroom sales upgrade features are included in the system without the need for authorization keys or control maintenance records. However, control maintenance records are required if you are setting up new customer templates.

Setting Up New Customer Templates

Many companies set up their customer templates, so new showroom customers are initially set for COD Only. Once the customer passes a credit check, you can individually modify a customer's credit settings based on their credit worthiness.

Control Maintenance Records

The following control maintenance records are used for templates:

See Also:

Showroom Sales Upgrades Overview

Bid Management Overview

Sales Management Setup Overview