Sales Tab Page

The Sales panel contains information that is used by the Order Processing and Order Completion systems when processing orders and invoices for the customer. The information can be broken down into the following categories.

Pricing Information:  This includes the default inventory price level and discount percentage for the company and a flag that indicates if the customer is allowed to purchase using GSA (government) pricing.  The default currency to be used for sales to the company is also located in the Sales panel (the customer default currency can be overridden during processing if required to allow entry of an order or invoice in a different currency).

Hold Information:  The Min Order Value field is used to define the minimum order value for the customer.  If the Min Order Value field is loaded, the system will place a minimum value hold on any orders that are entered for the customers that do not meet the minimum value specified.

Custom Catalog Information:  The custom catalog field is used to identify the name of the custom catalog (if appropriate) that has been created for the company.  A custom catalog is a group of inventory items that can be purchased by the company.  If a company has a custom catalog assigned to it, the company is restricted to buying only the items that appear in the custom catalog from you.  For more information about the custom catalog, please see the documentation on Order Processing and the Product Management System.

Sales Tax Processing Information:  The Sales Tax Defaults section of the Sales panel contains the sales tax information that is used for the main address for the company.  Each of the ShipTo addresses for the company also contain tax information and this information overrides the main address tax information when a ShipTo address is used during processing.  Note:  The Sales Tax or Tax Rate Determination system is a fairly powerful and flexible application and it is not described in detail in this document.  Please see the Sales Tax Documentation for more information about configuring the Sales Tax system and processing and reporting taxable and non-taxable transactions.

The information that is displayed in the Sales Tax defaults section of the Sales Tab Page includes.

Tax Number:  The tax identification or “resale” number that is associated with the main address for the company.

Taxtype:  The Taxtype (the type of customer for sales tax processing purposes – typical examples of taxtypes might include RETAIL (a taxable customer whom you make retail sales to), RESALE (a nontaxable customer who resells the goods that you sell to them), GOVT (a customer who a part of the federal government and therefore non-taxable) and EXPORT (a customer who is out of the country and non-taxable for that reason).

Taxcode:  The Taxcode field identifies the tax authority (district, county, state) that is associated with the geographic location that the main address is located in.  The valid tax codes in the system are defined based on the records that have been set up in the Taxcode table.  Each taxcode record stores a descriptive name for the tax authority and the total sales tax rate that is in effect in the geographic region.  The system can be configured to load the Taxcode field automatically based on the zipcode in the main address for the company.  The information in both the Taxtype and the Taxcode fields are used when determining if tax should be charged for a particular shipment. 

Taxrate:  The Tax rate field displays the total sales tax rate that is associated with the current Taxcode (the rate in the taxcode record). This information is display only and may not be changed in the program.

Web Access Information:  The Web access section of the sales panel stores the

Territory/Rep Information:  The remaining information displayed in the Sales panel identifies the sales territory that the customer is located in and the sales representatives that have been assigned to the company.   A default commission percentage can also be stored in the company record to handle situations where the commission percentage is determined based on the customer being sold to.   The buyer associated with the company is also displayed in this section of the panel. 

The territory field is an optional field but it supports Gencode validation which allows you to make the field required and validates it based on a Gencode table if desired.

The rep fields are all table driven fields and they are all validated using the Salesman table (meaning that all reps must be entered into the Salesman file).  The primary sales representative or “Sales” rep must be loaded with a valid rep code.  The other rep codes are optional and they do not have to be loaded, but if you do load the fields, the valid entries are also limited to the records that have been set up in the Salesman file.

The buyer field stores the initials of the rep or operator who is in charge of purchasing goods to fulfill orders from this company.  The buyer field in the Company file is an optional field and the Purchasing system supports several different options for assigning the buyers for a particular item, product line, vendor, or customer.  Please see the Purchasing System documentation for more information about the various ways in which buyers can be assigned.

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Accounting Tab Page