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Customer History Load

Sales History Setup Fee

Onetime setup fee
SKU: OPHISSU
$2,000.00

Sales History Setup Fee Service Includes:

  • Load customer records, including payment terms, billing & delivery addresses, and contacts
  • Load 2 years of sales history by customer and by line item
  • Load existing contracts
  • Create and synchronize customer roles to pricing contracts
  • Assign customer roles to support custom pricing
  • Assign customers according to existing dealer delivery routes (where applicable)
  • Setup shipping and freight terms by customer

Sales History Setup Fee Service Includes:

  • Load customer records, including payment terms, billing & delivery addresses, and contacts
  • Load 2 years of sales history by customer and by line item
  • Load existing contracts
  • Create and synchronize customer roles to pricing contracts
  • Assign customer roles to support custom pricing
  • Assign customers according to existing dealer delivery routes (where applicable)
  • Setup shipping and freight terms by customer
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