Customer Data
Each Customer must have a customer number.
All Customers MUST have at least one contact person
Addresses, Phones, Emails - make sure that all cities are spelled correctly.
Each address must have valid City/State/Zipcode combination.
Credit limits
Payment Terms
Preferred Payment Method
Preferred Shipping Method
PO required
Job marking required
Minimum Service charge
Pricing Level classification
Customer Type classification
Related customers (Parent and Child)
Sales Reps assigned to customer account
Tax Exempt #s
Vendor Data
Each Vendor must have an alpha Code.
All Vendors MUST have at least one contact person
Vendor Terms
Buying Group classification -
Payment Type classification - Auto Deduct or Credit Card
Vendor Type classification - type of vendor
Freight Terms, Minimum Order amount, Min for Free Freight
PO Emails, Critical Stock Emails
Ximple™ Setup Training
Before we can begin training the various functions within Ximple™, some setup needs to occur. Geared toward Administrators and Managers, most of the setup will only need to be one time. In these sessions we will guide you through the following:
Administration & System Parameters
Employee Setup
Sales Manager - Sales Person Setup
General Ledger Accounts & Parms
Banks & Cash Desk Setup
Sale Tax Authority Setup
Warehouse Setup
