TARGET Sales Management System - Application Notes
When You Sell a Machine
Congratulations! You've sold a machine using TARGET. That's nice,
but there is still more to do to keep your TARGET system happy.
Confirm quote details
First, make sure that the information in the quote is correct. In
particular, the price should be the final price to be charged for
the machine. If you changed the price after the original quote,
correct the quote now.
In theory, the quote should already have been resolved as a sale as
soon as the salesman found out the prospect wanted the machine, but
if this has not yet happened, resolve it now (F7).
Using Finalize a Sale (Back Office 43), enter the quote number, then
change the Code field to contain S instead of the default NS
(we are pessimists). The reference number field is optional but we
suggest filling in the invoice number here as proof that the paperwork
has all been done. This function produces a report you can file with
the paperwork for the machine.
The report also shows all the quotes that were automatically resolved
as no-sale when this quote was finalized. This would be a good opportunity
to call all these people and tell them the machine has been sold. You
might also use the Prospect List Generator to produce a list of all
quotes on this machine with resolution N and then send a price
list for the category to all those prospects; put a boiler plate on
the top that says something like "we recently quoted you a similar
machine that has now been sold...." and you have a legimate reason for
sending them a promotional fax.
If you are using the FACCTS General Accounting System, you should make
sure that all job cost is up to date before you finalize the sale,
particularly if you have the system set to calculate the cost of goods
sold entry automatically. Note that this is controlled by the system
control variables JOBCST (both systems) and OK2CGS in
The handling of new (as opposed to used) machines is quite different.
Please read the application note on Used vs new
machines for details on this.