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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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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Inventory Settings
Manage inventory settings

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

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PROGRAM, TASK & Plan SETTINGS

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

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

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

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Finance Settings
Funding source. GL& cost center

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API, DATA, COMPENSATION TEMPLATES

Data Export
Export all records in csv format

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Compensation Templates
View and manage custom compensation templates for your state

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