Pre-Setup

Gathering information

Gather the pricing, commission, and labor information before accessing the Catalog Settings.

• Confirm the parts markup to the sales department.
• Confirm if accessories are sold at MSRP.
• Speak to the Service Manager.
  • Confirm internal and external labor rates.
• Speak to the General or Sales Manager.
  • Confirm the commissions being paid to the sales representatives.
• Confirm the main contact for the accessories system.
• Confirm the email addresses to receive orders.

Now that you have gathered all the information, it's time to start setting up the system for your first sale. Let's log in and begin!