Customer Sales & Service

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. 

Click on the links below for more information:

• Order Assignment
• Order Details
  
• Employee Assignments
• Assignment Details

The Sales & Service section is divided into two tabs which are located at the far right of the main pane.

CHAPTERS

Sales Info Tab
    Sales Info Section
    Other Info Section
    Lead Info Section
Service Info Tab
    Service Info Section
    Payroll Section
    Options Section

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

Field	Description
Sales Level	Indicates the customer's level of interest.
Sales Notes	Record any explanatory commentary regarding the customer.

 

 

Other Info Section

Field	Description
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

Field	Description
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

Field	Description
Check Delivery	The method by which the customer administers checks to employees.
OT Plan	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 customer's service information is recorded here.
Mileage Rate	The rate at which employees are reimbursed for travel.

Payroll Section

Field	Description
Weekend Day	The day of the week on which the pay period ends. This field is utilized for the Week Worked day when creating new transactions in Time Entry. If no value is entered here [field is blank], the system will use a default day of SUNDAY
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.
Create Transactions by Month	Check this box if this customer uses exact month billing. This checkbox activates the exact month billing process. This feature requires daily time entry, so the Generate Daily Time Entry box must be checked to activate this option.
Daily Pay Option	Select an option from this drop-down to determine how the system assigns a Week Worked date for Daily Pay. If you will be paying employees the same day that they work, Avionté's best practice is to select Current Week which will record payment for today's date. Using the Open Week option will use the Accounting Period dates, paying the employee following the second work week.

Options Section

Field	Description	Additional Information
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).