Sales and Marketing Configuration

Configuration for sales and marketing can include:

• Calendars—Define working and non-working days and the start of years and months
• Currencies and Exchange Rates—Default and custom currencies; data entry for (forward) exchange rates
• Price Series—Default and custom price series; data entry for (forward) price series
• Interest Rates—Standard and multi-maturity interest rates
• Banks and Bank Branches—Banks and bank branches
• Taxes—Taxes applicable to different countries/provinces/states and tax rates over time
• Charts of Accounts—Accounts required to create journal entries that can be sent to accounting applications
• External Organisations, Internal Companies and Company Districts—Information about your customers and your own company or companies
• Delivery Terms—Default and custom delivery terms and definition of when title and control pass from seller to buyer
• Invoice Types—Settings for default and custom invoice types and their iterations
• Freight Parities—Account for delivering from a different port than planned
• Contract Charge Templates—Standardise adding contract and analyte charges to sales and purchase contracts and sets of mark-to-market terms
• Accounting Periods—Required for automating month-end invoice revaluations
• Recovery Rates—Expected analyte quantities from processing concentrates
• Analyte Quality Forecasts—Expected future analyte specifications of products and materials
• Premium Matrixes—Determine contract charge values from a matrix of rates with different validity periods and applicability
• Cost Templates—Templates for adding costs to contracts, despatch orders and despatches
• Contracts—Contract categories to limit access through domain security and basic activities for contracts
• Contract Templates—Basic settings and reusable sets of contract terms for sales and purchase contracts