Exact Globe+

Creating and maintaining classifications

Menu path

System ➔ General ➔ CRM ➔ Classifications

Introduction

This document provides you the steps to create or maintain classifications.

Classifications are used to group accounts so that you can better monitor your operations and lay out business plans according to the classifications.

What version are you using?

The information in this document is applicable to product update 407. If you have versions lower than this, certain features explained here will not be applicable.

How do I create a classification?

1. Go to System ➔ General ➔ CRM ➔ Classifications.
2. Click New.
3. At Code, type the code for the classification.
4. At Type, select the type for the classification
5. At Policy, click  to attach a policy to the classification.
6. At Description, type the description for the classification.
7. Click Save, and then click Close.

Keep in mind: All fields with the “!” icon are mandatory.

How do I edit the description of an existing classification?

1. Go to System ➔ General ➔ CRM ➔ Classifications.
2. Select the relevant classification.
3. Click Open.
4. At Description, edit the description for the classification.
5. Click Save, and then click Close.

How do I assign sales employees to a classification?

1. Go to System ➔ General ➔ CRM ➔ Classifications.
2. Select the relevant classification.
3. Click Open.
4. Under the Sales employees section, click to assign sales employees to the selected classification.
5. In the Sales commission screen, click  at Person to browse for an employee.
6. Click Select to select an employee, and then click Save.
7. Click Close, or click New to assign another sales employee.

Note: A person is considered as a sales employee if he is an employee, a contractor, student, temporary employee, or partner of an organization, who has been assigned with the Representative role, and is currently active. For more information, see Creating and maintaining resources and Overview of roles.

How do I change the commission percentage of an assigned sales employee?

1. Go to System➔ General ➔ CRM ➔ Classifications.
2. Select the relevant classification.
3. Click Open.
4. Under the Sales employees section, select the relevant sales employee, and then click .
5. At Commission %, type the new commission percentage.
6. Click Save, and the click Close.

How do I remove assigned sales employees from a classification?

1. Go to System ➔ General ➔ CRM ➔ Classifications.
2. Select the relevant classification.
3. Click Open.
4. Under the Sales employees section, select the relevant sales employee, and then click .

Related documents

• Creating and maintaining resources
• Inserting and deleting columns
• General settings
• Order settings
• Overview of classifications
• Overview of roles