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Create or edit a territory


Can I do this task?

This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions



  1. In the Navigation Pane, click Settings, click Business Management, and then click Sales Territories.

  2. On the Territories tab, in the Records group, click New.

  3. In the General section, enter or edit information or observe any noted restrictions or requirements as needed:

  • Territory Name

Enter your company's name to describe the territory.

  • Manager

Click the Lookup button to find and select a manager.

  1. If this is a new territory, click Save. After you save the territory, the Members tab becomes available.

  2. Under Details, click Members to add members to or remove members from the sales territory.

  • Add members to the sales territory:

  1. On the Actions toolbar, click Add Members.

  2. In the confirmation message, click OK.

Use the Look Up Records dialog box to add members to the sales territory.

  • Remove members from the sales territory:

  1. In the list of users, select the records you want to remove.

  2. On the Actions menu, click Remove Members.

  3. In the confirmation message, click OK.

  1. Click Save or Save and Close.

Notes

  • When users are assigned to a territory, they are designated as either a territory user or a territory manager. Each user can be assigned to only one territory. If you need to assign a user to a larger area (more than one existing territory), you must create a new territory that includes the existing territories, and then assign the user to the new territory.

  • Data in sales reports can be grouped by territory.

Related Topics


Work with salespeople 39

Work with Territories 36

Managing Users 16

Creating and Using Workflows 113



Use this report to identify contact information and Microsoft Dynamics CRM security roles for all Microsoft Dynamics CRM users.

Is data missing from the report?

There are several possible reasons why data that you expect to be in a report does not appear:


  • Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.

  • Data is not entered in Microsoft Dynamics CRM. The person entering data might have left fields empty.

  • Data does not match the criteria for the report.If data does not match the criteria for the report, it won't be displayed.

Where the data in this report comes from in Microsoft Dynamics CRM

  • Users form

Note

This topic documents the default report as it was shipped. To find out if this report has been customized, contact your report administrator or system administrator.


Related Topics


Work with Territories 36


Creating the Product Catalog


The product catalog in Microsoft Dynamics CRM is the central location for storing product information. The product catalog is a collection of information about your organization's products and services. The items in the product catalog are created or managed through the Settings area of Microsoft Dynamics CRM.

Work with Discount Lists


Use this list to create, edit, view, deactivate, export, and print discount lists. You can also use this list to preview or open a discount list.

Concepts:



  • Creating the Product Catalog (on page 45)

  • Using Discount Lists as Incentives


Creating the Product Catalog


The product catalog in Microsoft Dynamics CRM is the central location for storing product information. The product catalog is a collection of information about your organization's products and services. The items in the product catalog are created or managed through the Settings area of Microsoft Dynamics CRM.

Using Discount Lists as Incentives


A discount list lets you offer your products or services at different prices, depending on the quantity purchased.

It is best to think of a discount list as a discount schedule. With this method, you can set several ranges of discounts that are based on the quantity that must be purchased.



Create or edit a discount list


Can I do this task?

This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Sales Permissions



  1. In the Navigation Pane, click Settings. Then, under Business, click Product Catalog.

  2. In the Product Catalog area, click Discount Lists.

  3. To create a new discount list, in the Records group, click New.

  4. In the Create Discount List dialog box, enter the following information:

  • Name

Type a name that provides a good description of the kind of discount this list will include.

  • Type

To calculate the discount as a percentage of the price of the item, click Percentage.

- OR -


To calculate the discount as a fixed amount, click Amount.

  • Currency

Click the Lookup button and select the currency for this discount list. This option is available only if you chose to calculate the discount as a fixed amount.

  1. Click OK.

The Discount List form opens.

  1. To create a discount for this discount list, in the left pane, under Common, click Discounts, and then under List Tools, on the Discounts tab, in the Records group, click Add New Discount.

- OR -

To save and close the discount list without adding any discounts, click Save and Close.



  1. In the Discount form, specify the following information:

  • Begin Quantity

Specify the least amount that must be ordered to receive the discount. This must be a number between .00001 and 1,000,000,000.

  • End Quantity

Specify the largest amount that can be ordered to receive the discount. This must be a number between .00001 and 1,000,000,000.

  • Percentage

If you selected Percentage as your discount list type, this field appears. Specify the percentage of the discount. This must be a number between .00001 and 99,999.00000.

  • Amount

If you selected Amount as your discount list type, this field appears. Specify the monetary amount of the discount. This must be a number between 0.00 and 1,000,000,000,000.00.

  1. Click Save or Save and Close.

Note

To edit a discount list, in the discounts list, select the list that you want, and then, in the Records group, click Edit. Change the information that you want in the Discount List form.


Related Topics


Work with Discount Lists 45



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