🛠️Getting set up

Sales Price List: Define different price lists for your products or services based on customer segments or special pricing agreements.

Tax Categories: Set up tax categories to assign different tax rates or exemptions based on the nature of the product or service being sold.

Taxes: Configure applicable taxes or tax rules that need to be applied to sales transactions, taking into account regional tax regulations.

Sales Representatives: Create and assign sales representatives to manage customer accounts and handle sales activities, such as generating quotes, managing orders, and building customer relationships.

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.