Page 141 - Sales Mobility eBook Training Deck

Creating a New Customer

5 Store/site – only applicable
if the customer store number
is apart of a chain or within
a shopping centre

6 You must add at least one main
contact. If there are multiple
contacts please ensure you add
them. This is vital for NCC order calls
and MyCCA adoption customers

This form has mandatory fields

7 Operational Market – This is Please select the appropriate filters
CCA define sales channels. for your customer as it will cascade
Price book – This is CCA pricing to the relevant promotions for your
structure for this customer customer. If you are unsure please
Sub trade channel – this is the consult your DSM
type of business the customer is
Operational Trade Channel –
This will auto populate based on
the sub trade channel selection
Trade name – this is the name
of the group of customer
Business Owner – This is the
name of a smaller group of
businesses owned by one group
Precinct - this is also known as
a sales district in CCA
Sales Policy – Based on CCA’s
Gold/Silver/Bronze/White.
Please select the appropriate
one for your customer
Equipment Service Policy –
Bases on CCA’s
Gold/Silver/Bronze/White.
Please select the appropriate
one for your customer
Condition Group – This field will
come up if relevant to the choice
above as it places conditions on
the customers pricing