Sales Order - Setup and Maintenance Overview

Before you can use the Sales Order application, you must follow the setup procedures outlined below. Follow the setup procedures carefully, because the choices you make determine how the system operates.

Gather and organize your accounting data:

a chart of accounts for your business
sales and receipt cycles
previous-year and current-year sales, returns, and receipts histories organized by customer

To set up the Sales Order application, follow these steps:

Use the Business Rules function to define how you want to system to work.
Define the IDs and codes you plan to use. See Setting up IDs and Codes.
Set up tax classes, locations, and location groups using the TRAVERSE System Manager Tax Locations and Tax Location Groups functions.
Use the Accounts Receivable Payment Methods function to set up payment methods.
Use the Accounts Receivable Sales Reps function to set up information about sales representatives.
Use the Pricing menu's Price Structures function to define your price structure.
Use the Accounts Receivable Customers function to define your customers.
Set up initial customer balances using the appropriate Accounts Receivable functions. See Setting up Initial Balances.
Use the Accounts Receivable Ship-To Addresses function to set up shipping addresses and assign them to customers.
If you send invoices to customers regularly, use the Recurring Entries function to set up recurring invoice records.