Sell
New customer
Enough to trade with them today: who they are, who we deal with, and one delivery site with its run days. Price agreements and extra sites come later, and until there is an agreement they buy at list.
The account
First delivery site
Run days matter: order entry books deliveries onto the days this site actually takes them.
Delivery days
Summary
- Name
- Not entered
- Contact
- Not entered
- Delivers
- No days chosen
They go straight onto the customer list and into order entry. No price agreement yet, so every line prices at list until one is set up.