Setting Up Standard Manufacturer Contacts for CSR, RMA, Accounting, and RFQ

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Users can configure a contact to be the default for receiving emails about orders, returning products, accounting, and quotes for the manufacturer.

1. Navigate to the Manufacturers page and select a manufacturer.

2. The "Manufacturer Editor" window will appear.

3. Select the "Contacts" tab, and enter a new contact or select an existing contact.

4. Check the box corresponding to needed contact default.

  • CSR- check this box to default the contact to receive emailed orders.
  • RMA- check this box to default the contact to receive emails about returning products.
  • Accounting- check this box to set the contact as the default to receive emailed invoices.
  • Quoter- check is box to default the contact the user to receive emailed RFQs.

5. Select "Save and Close."

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