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Setups for an Installer
Table of Contents
Overview
When reviewing the configuration for a Project Installation Company
Stock Locations Minimum
Require a minimum of Three locations
Warehouse
Lot Pallet Bay
this is where stock is stored. This must have a Picklist order >1 so it is a pickable location
Floor Area
This is required for Counting Purchase orders when they are received. This must be ticked "Staging Area - temporary storage"
Employees who can deliver
Employee needs to be ticked as a Truck Driver
Employees who can pick in the warehouse
Require the BPM Role of "Picker"
Employees as Sales Reps
Used in Sales Quotes and Sales Orders