Entering Sales Information on the Customer Record

The Sales subtab on the customer record holds information related to your sales organization's work with a customer.

The fields and subtabs available under the Sales subtab depend on the features enabled in your account and the permissions in your user role. Some common subtabs are included in this topic, but others are documented with the feature that adds them. For example, if the Upsell Manager feature is enabled, you may see an Upsell subtab under the Sales subtab. The documentation for the Upsell subtab is included with the feature topics. See Upselling From Customer Records.

To add sales information:

1. Open the customer record for editing, and click the Sales subtab.

2. In the Territory field, select a sales territory to assign this customer to. You can leave this field blank if you want the customer assigned according to how you define your sales rules and territories.

3. On the Sales Team subtab, associate this customer with a sales team in one of the following ways:

   • If you use the Team Selling feature, select the sales team in the Choose Team field. For more information, see Associating Sales Teams with Customers and Transactions.

   • If you do not use the Team Selling feature, select the sales representative or sales group in the Sales Rep field.

     Only employees marked as sales representatives appear in this field. If the Sales Rep box is checked on your employee record, you are the default sales representative on customers and transactions you enter. You are the default even if you are not logged in with a sales role.

4. On the Opportunities subtab, you can view existing opportunities for this customer or create a new opportunity as follows:

   1. Click New Opportunity to open a new opportunity record for this customer.

   2. Complete the required and optional fields as appropriate.

      For instructions to complete the record, see Creating an Opportunity Record.

   3. When you have finished, click Save.

      You receive confirmation that the new opportunity was saved but do not return to the customer record automatically.

      To return to the record you were editing, hover over the link in the Company field on the opportunity. When the popup QuickView window opens, click Edit to return to the customer record in edit mode.

5. On the Transactions subtab, you can view existing sales transactions for this customer or create new ones as follows:

   1. Click the button for the transaction you want to create for this customer.

   2. Complete the required and optional fields as appropriate.

      The following topics include instructions to complete transaction records:

      • Preparing an Estimate

      • Creating Sales Orders

      • Creating an Invoice

      • Entering a Cash Sale

   3. When you have finished, click Save.

      You receive confirmation that the new transaction was saved but do not return to the customer record automatically.

6. The Items Purchased subtab lists items that this customer has purchased. You can change the View option, but you cannot add items in this subtab.

7. On the Downloads subtab, with the Sell Downloadable Files feature, you can attach files for the customer to download in the Customer Center as follows:

   1. Attach File – Select a file in this field to permit the customer to download it in the Customer Center. All files in the SuiteBundles folder of the File Cabinet are included in the list.

      You must also give the customer access to the Customer Center on the Access subtab and provide the customer's email address. For more information, see Giving Customers Access.

   2. License Code – If this file requires a license code, enter the code in this field.

      You can also enter license codes when customers purchase downloadable items through your website. The license code is automatically emailed to the customer.

   3. Remaining Downloads – Enter the number of times you want the customer to be able to download the item.

   4. Expiration Date – Enter the date that this file download is no longer available.

   5. Click Add, and repeat these steps for each downloadable file.

8. On the Qualification subtab, enter information related to this customer's willingness and ability to purchase. For more information, see Lead Qualification.

9. Click Save when you have finished updating the customer record.

Related Topics

Creating a Customer Record

Customer Record Subtabs

Assigning Additional Subsidiaries to a Customer

Entering Marketing Information on the Customer Record

Entering Financial Information on the Customer Record

Setting Preferences on the Customer Record

General Notices