Sales Group

A sales group is a team of salespeople. It names its responsible person, the sales organizations it sells for and the people in it who take orders.

Where

Organizational Structure › Sales Structure (OSGR)

Who uses it

The sales manager

When

Once, while the company is being set up, and whenever a new one is needed

Needs first

Sales Organization, Responsible

What it is for

The Sales Organization tab only appears when the sales setting of the company asks for the sales structure and demographics; then at least one line is required.

The sales group is also the key, together with the sales organization, that Inter Unit Sales Organization reads.

Every field in plain words

General

Field	What it means	What to put
Sales Group	The code that identifies the sales group. You type it on New, before Create.	Required. A short code; it cannot be changed once the record exists.
Name	The name of the sales group, shown next to the code wherever it is picked.	Required.
Sales Responsible	The person who leads the group.	Optional. Pick from the Responsible list.
Purchase Group	The purchase group that pairs with this sales group.	Optional. Pick from the Purchase Group list.
Block	Stops the sales group from being used.	Tick to block. A blocked record drops out of the pick lists other screens use.

Sales Organization

Sales Organization tab (shown only when the sales setting requires the sales structure).

Column	What it means	What to put
Sales Organization	A sales organization the group sells for.	Optional. Pick from the Sales Organization list.
Name	Its name; fills itself.	Optional.
Default	The group’s main sales organization. At most one.	Optional.
Line Text	A note.	Optional.

Sales Taker

Sales Taker tab.

Column	What it means	What to put
Responsible	A person in the group.	Optional. Pick from the Responsible list.
Name	Their name; fills itself.	Optional.
Primary	The group’s main sales taker. At most one.	Optional.
Line Text	A note.	Optional.

How to configure it

The screen allows import, so a long list can be loaded from a file instead of typed. Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.

What it is connected to

• Picked on Project Quotation in Assets and projects.
• Picked on these company setup screens: Inter Unit Purchase Organization, Inter Unit Sales Organization, User.
• Picked on Lead in CRM and expenses.
• Picked on Item Transfer, Item Transfer Request in Inventory.
• Picked on Item In Legal Entity, Release Item In Legal Entity in Products and manufacturing.
• Picked on Purchase Group in Purchasing.
• Picked on Rental Order, Rental Quotation in Real estate and rental.
• Picked on Customer In Legal Entity, Customer Invoice, Release Customer In Legal Entity in Receivables.
• Picked on Commission Plan, Sales Order Closure in Sales.
• Set up a new company - where this screen fits in the setup order.

If something looks wrong

• “Sales Organization Lines cannot be empty” The sales setting requires the sales structure, and the Sales Organization tab is empty. Add at least one.
• “Sales Organization - only one sales organization can be marked default” Two sales organizations are ticked Default.
• “Sales Taker - only one sales taker can be marked default” Two sales takers are ticked Primary.
• The Sales Organization tab is missing. The company’s sales setting does not require the sales structure and demographics.