Field sales settings

The field sales settings hold two decisions for each subsidiary: how much of a field return the rep app may complete on its own, and which accounts receive the cash reps hand over at the end of the day. Changing them needs Edit on Field ops settings.

Control returns taken in the field

By default a rep may take returns, and every return waits in Sales ‣ Transactions ‣ Returns for the back office to approve, receive and settle. Switch on the steps you trust the rep app to do at once.

1. Go to Settings ‣ Configuration ‣ System settings, then open the Field ops tab.
2. On the RMA flow tab, set the switches below.
3. On the Disposition tab, pick the Default disposition.
4. Click Save changes.

Field	What it sets
Allow returns	Whether reps may take returns at all. Off, the server refuses every field return.
Auto-approve returns	Approves a rep’s return as it is created, when the rep’s profile has Can approve returns on. For other reps the return waits for approval.
Auto-receive returns	Receives the goods into the rep’s van as soon as the return is approved automatically.
Require inspection	Leaves received goods for someone to inspect and settle. Off, a return received automatically is settled straight away with the default disposition.
Default disposition	How a return settled automatically makes the customer whole: Store credit, Refund or Replace.

Example

A dairy distributor lets its senior reps approve returns of out-of-date yoghurt on the spot. It switches on Auto-approve returns and Auto-receive returns, keeps Require inspection on, and switches on Can approve returns only on the senior reps’ profiles. Their returns arrive approved and received; a junior rep’s returns wait for a supervisor.

The settings apply to returns taken from then on. A return that is not completed automatically is finished in Sales: see Approve a return, Receive the returned goods and Settle a return.

Note

The Default disposition list also offers Scrap and Return to vendor, but neither can settle a customer return. With either one picked, a return that would be settled automatically is refused. Pick Store credit, Refund or Replace.

Set the cash end-of-day accounts

Before a manager can approve a rep’s cash end of day, tell Axon Suite where the handed-over money goes.

1. Go to Settings ‣ Configuration ‣ System settings, then open the Field ops tab.
2. Open the Cash end of day tab and set the fields below.
3. Click Save changes.

Field	What it sets
Main drawer account	Where an approved end of day moves the rep’s cash.
Main clearing account	Where an approved end of day moves the rep’s card and bank transfer takings.
Cash over/short account	The GL account an end of day’s differences post to.
Blind end of day	Reps count their cash without seeing what the system expects. On by default.

The two main accounts are bank accounts of this subsidiary; the over/short account is a ledger account.

Messages you may meet

Message	What to do
Field operations settings are not set up for this subsidiary yet; try again in a moment.	The settings are created with the subsidiary. Wait a moment and reload the page.
The bank account does not belong to this subsidiary.	Pick a bank account of the subsidiary you are working in.
The bank account is inactive or archived.	Pick an active bank account, or restore the one you meant.