Sales Structure
Sales Structure is one table per client. Each line places a sales team (with a sales taker, site and channel) under a sales organization of a company.
What it is for
The table drives one thing today: on sales quotations, sales orders, order journals and rental and project quotations, the Sales Team list shows only the teams that a line here places under the document’s sales organization in the user’s company.
Save refuses two identical lines. The screen is not on any menu.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Client | The client the table belongs to. | Pick on New. |
Basic Data
| Column | What it means | What to put |
|---|---|---|
| Legal Entity | The company. | Optional. Pick from the Company list. |
| Sales Organization | A sales organization of that company. | Optional. Pick from the Sales Organization list. |
| Sales Team | A sales team working under it. | Optional. Pick from the Sales Team list. |
| Sales Taker | A sales taker (from the employee list). | Optional. Pick from the Employee Information list. |
| Site | A site. | Optional. Pick from the Site list. |
| Distribution Channel | A distribution channel. | Optional. Pick from the Distribution Channel list. |
How to configure it
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
If something looks wrong
- “Line ID: … is duplicated with Line ID: …” Two lines are the same in every column. Remove one.