Sedona Office Set Up

Employees Menu path: SedonaSetup > Employees A service technician and salesperson must be defined as employees. For Technicians, select the type = SV (Serviceperson) For Salespersons, select the type = SL (Salesperson) Assign the employee to ...

Invoice Items Menu path: SedonaSetup > Invoice Items Create new Invoice Items or verify information in existing ones. SalesAutomation uses data field information from the Invoice Item setup:  Item Type [recurring versus nonrecurring]  Default ...

Job Types Menu path: SedonaSetup > Job Types Job Types are defined in the Sales Packages in SalesAutomation (menu path: Setup > Proposal Setup > Sales Packages). The Job Type on the Quick Quote defaults from the Sales Package, however, a user may ...

Parts Menu path: Inventory > Parts Create new Parts or verify information in existing Parts. SalesAutomation uses this information from the part setup form: Part [Code] Labor Units Description Price Available for Sales [must be checked] Sa...

SedonaOffice Setup To process a Quick Quote in SalesAutomation, first enter or verify setup data in SedonaOffice; otherwise, the Quick Quote will not process. If your company has been using SedonaOffice and SalesAutomation, these setups ma...

Technicians Menu path: SedonaSetup > Technicians A service technician can be a Service Tech, Installer, or Both. For a quick quote, the technician must be defined as a Service Tech or Both. The related information for service and installation (if...

Users Menu path: SedonaSetup > Users If the service technicians defined on a quick quote need access to SedonaOffice, the service technician must be defined as a user with the appropriate user group(s). ...