State / FL

Users, Routes & Positions

Users
Add, edit and manage users assigned to your state.

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Route to Markets & Product Divisions
Setup and manage Route to Market, Product Selling Divisions, and Sales Positions for this state

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Job Titles
Add, import or manage user Job Titles

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Routes
Assign, view or edit routes and their associated Sales Person and Customers

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Customers, Chains & Suppliers

Customers & Chains
Add, import or manage Customers and their associated Chains

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Suppliers
Import, add, edit Suppliers and their associated Brands, Items and Supplier Reps

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Chargeback & Form Settings

Incentive Settings
Edit, manage incentive form field values and set up how long after payout before incentive moves to Chargeback

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Sales Settings
Edit, manage incentive form field values and set up how many days after chargeback should sales team still see their incentive

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GL Accounts & Cost Centers
Add or edit list of General Ledger Numbers and Cost Center Numbers used by your accounting department

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API & DATA

Data Export
Export all records in csv format

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