Set up the IBM Sales Center long description (Windows XP)

The following steps are required to set up the IBM Sales Center:

1. Publish a store with order capabilities.

2. Install the IBM Sales Center on the Customer Service Representative's (CSR) machine.

3. Configure event-driven payments.

4. Define the shipping mode.

5. Create the fulfillment center.

6. Create users.

7. Assign users to CSR and Customer Service Supervisor roles.

You can also complete the following optional setup tasks:

• Enable order blocking.

• Create tickler reason codes.

• Create tickler action codes.

• Create price override reason codes.

• Create price override limits for shipping.

• Create price override limits.

• Add business channels.

• Set up quote expiry periods.

You can administer the IBM Sales Center with the following tasks:

• Resolve system generated order blocks.

• Run Business Intelligence reports.

• Manage business accounts.

• Create merchandising associations.

• Assign users to member groups.

Related tasks

• Set up the IBM Sales Center (Windows XP)