AERCO
January 2014 – Training DocumentOverview1.Technical Requirements2.How to get a quick price3.How to enter a customerHow to Add a Customer ContactHow Not to Set Default Terms for a Customer4.How to enter a project in the project forecasting section5.How to quote a project6. Outputs and Reports7.How to enter an order with AERCO8.How to Request Additional SupportTechnical RequirementsSuggested browser is Google ChromeInternet Explorer may have compatibility mode issuesApplication has been tested successfully using:Internet Explorer, Chrome, FireFox and SafariiPad miniAndroid HTC Incredible on Verizon WirelessHow to get a quick priceAt the top of the page, go to Quotes > NewClick on the Items tabSelect a major equipment model from the drop down and click ConfigureOnce the configurator launches, make sure the Drop Down on the right side of the screen says DetailsChoose enough options on the left side of the screen to obtain desired pricing and a part number on the right side of the screen.3. How to enter a customer and Add a Customer Contact1. Click on Customers > New2.???Once the Create Customer screen appears, you are required to have the Name?field?populated.?Important Note:?You should also choose the?Type?from the drop down list as this field will prepopulate information needed to associateCustomers needed for Projects and Quotes.?3.????You can also use the bottom half of the Customers screen to establish Shipping Addresses, Shipping Terms and?manage Customer Contacts.Important Note:?The Sales Quote Header?requires?a Customer Contact.?How to enter a project Go to Projects > NewOnce the Create Project screen appears, you are required to have the Name/Project Title and the Ultimate Customer fields populated. Zoho Legacy Project Tracker Data: Some legacy Project information from the Zoho Project Tracker has been migrated to BuyAERCO. You may see some Project data pre-populated into the Name and Description field. You will need to associate these “legacy Projects” with BuyAERCO customers and complete the additional BuyAERCO project fields.Important Note: Please see the image below and/or Initial Setup Instructions for more information about Customers and Projects. ................
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