Defining Quick Codes:

You can create QuickCodes for Order Entry/Shipping. QuickCode types that you can define include:

·         Agreement Types

·         Cancellation Codes

·         Credit Cards

·         Freight Charges

·         Freight Terms

·         Hold Types

·         Note Usage Formats

·         Release Reasons

·         Sales Channels

·         Shipment Priorities

To Define navigate to OM Super user

Setup àQuick Codes àOrder Management

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Defining Sales Representatives

Navigate to the OM Super user

Setup à Sales à Salespersons, in Resources form select New

1.  Enter the Sales Person name
2. Select the Category
3. Optionally enter the end date
4. In Roles tab, select the Role Type as Sales and Role as Sales Representative
5. Save your work, this will generate the Salesperson number

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