An inter-branch transfer allows stock to be moved from one branch to another. (Inter-branch transfers are only applicable if have more than one branch.)

Users in this group receive a notification each time a service call is created.

This notification group is extremely important as it identifies your Returns Manager. Each time a sales representative makes a return, this person will receive a notification and will be responsible to manage the returns.

Users in this group receive the “File ready to be billed” notification. For more information, open the “Notification” tab.

Users in this group receive several notifications related to deliveries. For more information, open the “Notification” tab.

Users in this group receive notifications when an installation/delivery order is changed or canceled and when a merchandise return is relocated by the merchandise returns manager.

Users in this group receive a notification when an installation/delivery order is configured as a pickup from the supplier by the customer.

This notification group is extremely important when managing your online store with Surfagest. Users in this group will be notified when any online purchase is made on your online store. They will also be responsible to manage the sales in Surfagest (Sales Slip -> Delivery -> Invoice).

Users in this group receive a notification when an online payment is transferred to Accounting.

To set up a sales team, head to User Settings. In this window, you will create your team in the same way that you create a user, except that in the “Team” tab, you will check ” This user is a team” and set up the “Team Members” table.