Custom Tab

Use this tab to assign and display tree and user-defined field information for Counter Sales.

Note: If a Counter Sale tree is Mandatory, you can't save a new counter sale unless you have allocated the counter sale to a branch in that tree.

You can remove a counter sale from a tree, or change the branch that the counter sale is assigned to, using the Quote Trees Maintenance form.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Trees

A tree is a hierarchy of classifications that represents meaningful groups of items that your company deals with. Trees are available throughout the CRM module. You can allocate an item to a specific branch in a tree.

This field lists all the trees available for the item and the allocated branch. Drill down on the Value field to view the tree structure and select a tree branch.

To change a tree branch, drill down and select a branch.

Fields

Use custom fields to define the additional fields you require for a specific CRM item. You can enter and edit the values of custom fields.