🛠️Getting set up
Last updated
Last updated
Tax: Configure applicable taxes or tax rules that need to be applied to sales transactions, taking into account regional tax regulations.
Tax Categories: Set up tax categories to assign different tax rates or exemptions based on the nature of the product or service being sold.
Purchase Price List: Define different price lists for your products or services based on customer segments or special pricing agreements.
Users: Set up user accounts for your sales team members or other individuals who will be accessing and using CW Suite Sales.
Business Units: Define business units within your organization, such as different departments or branches, to segment and manage sales operations accordingly.
Storage Locations: Configure storage locations to track and manage inventory across different physical locations, such as warehouses or retail stores.