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

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."