Meeting Notes for 1/17/25

Account Data Cleanup - Customer and Vendors

• Sandbox vs Prod Considerations

• Current state of Customer and Vendor records

• Account Record Types: Parent Project, Person, Supplier

  • Further defined using the “Type” field

    • Parent Customer – populated when the Account is created as part of the Oppty workflow

    • Child Customer – populated when the Account is created as part of the Oppty workflow

    • Retail Customer

    • Retail Contractor

    • Snow and Lawn

    • Supplier – should be set to default when Record Type = Supplier

Sales Discounts can be handled as requested on 1/16 with a modification.

• 3 Discount Levels - very minimal setup

  • The level is assigned to the Account (using a Sales Price Group)
    QUESTION: Do Retail Contractors get their discount on EVERYTHING they purchase or just certain item groups? EVERYTHING

Main Warehouse - 3 Bins (Storage, Receive, Staging)

• Using this setup requires:

  • using a Put-Away transaction to move goods from Receive Bin to Storage Bin

  • using a Pick Ticket transaction to move goods from Storage Bin to Staging Bin