The Sales & Service section is designed to assist customers that utilize a sales staff. This area can be used to track information about sales calls and service communications with customers.
The Sales & Service section is divided into two tabs which are located at the far right of the main pane.
Sales Info Tab
The Sales Info tab in Customer Sales & Service is designed to store and organize information about completed and potential sales.
Sales Info Section
|Sales Level||Indicates the customer's level of interest.|
|Sales Notes||Record any explanatory commentary regarding the customer.|
Other Info Section
|Industry Code||Indicates the industry in which the customer operates.|
|Customer Type||The sort of operation that the customer runs (i.e. franchise, regional, etc.).|
|Competition||Identify the customer's main competitors.|
Lead Info Section
|Lead Source||Indicates where the lead that resulted in customer contact came from.|
|Description||Enter any clarifying data regarding the lead here.|
Service Info Tab
The Service Info tab in Customer Sales & Service is designed to store and organize information about ongoing customer service activity.
Service Info Section
|Check Delivery||The method by which the customer administers checks to employees.|
Indicates the specific overtime plan used by the customer.
Visit the Overtime Plans and Work Schedules article for a list of available OT plans.
|Service Note||Commentary regarding the customers service information is recorded here.|
|Mileage Rate||The rate at which employees are reimbursed for travel.|
|Weekend Day||The day of the week on which the pay period ends.|
|Pay Period||Frequency at which payments are issued.|
|Pay Cycle||Select the pay cycle from the drop-down menu.|
|Certified Payroll||Indicates that the customer's payroll is certified (typically required for publicly funded construction contracts).|
|Generate Daily Time Entry||
Select the check box to require daily time entry.
Note: This prevents employees' hours from being entered in Time Entry > Sheet View.
|Daily Pay Option||Click the drop-down menu to select Current Week (paid following first work week) or Open Week (paid following second work week.)|
|Skip Weekly Call||Check the box to indicate that the customer does not want to receive a call every week.||This will affect the number shown in the Weekly Calls and My Weekly Calls counters.|
|Skip Assignment Ending Call||Check to show that the customer does not want to be called at the end of an assignment.|
|PEO||Indicates that the customer is a Professional Employment Organization.|
|Use Time Clock||Indicates that the customer uses the web-based time clock.|
|Web Option||The Web Option button displays the Web Portal Property window, which enables the alteration of web properties. (see below).|