Working with company settings

Note: Only users who have the Dealer Administrator role have the security rights that are needed to specify the company default settings.

The first thing you must do in order to prepare CPQ Enterprise Quoting for use by your dealership, is to define your company settings.

Note: You must define the company settings before you create representatives, items, customers, or any other entity. Because the values that you specify for these settings are used when other entities are created, these settings should be defined first.

This table describes the different company settings that you must define:


Company Setting	Description
Payment Methods	Payment methods indicate the mode that will be used for payment. When a setting is modified, for example, if a payment method is disabled, it is removed from the associated option lists in quotes and orders. The next time the representative accesses the quote or order, a message displays indicating that a payment method has been disabled,and an alternate payment method must be specified.
Payment Terms	Payment terms are the conditions that indicate the payment schedules and payment due dates that can be specified in quotes and orders. Specify the terms that you would like to apply to your customer. The Manufacturing Administrator has already specified a payment term for transactions with your dealership. You can view your payment terms to the manufacturer by navigating to: My Company > Profile > Order Placement Defaults > Shipping Terms and Business Terms.
Customer Types	The Customer Types setting enables you to create relationship categories that can be applied to your customers. The customer type values that you create here, are displayed on each customer form as the Type field. You can create as many customer types as you need.
Shipping policies	Shipping policies are used to indicate regulations that impact the manner in which orders can be shipped.
Freight Terms	Freight terms are the conditions that indicate who arranges for the physical transport of goods,and who pays for the transport.
Shipping carriers	The shipping carrier indicates the person or company that transports the goods. Each shipping carrier has one or more defined shipping methods. You can create as many shipping carriers as are needed.
Shipping methods	Shipping methods indicate the mode that will be used to transport the goods. Every shipping method must be assigned to a parent shipping carrier.