Setting Up the Organization for Inventory Products
Some steps occur on an Organizational level. These include the tax
defaults to determine as to how Personify will charge tax for the
organization. Also included are inventory parameters that are the system
defaults when adjustments to inventory are made. Changing line status defaults
allows orders to default to a specific status for product fulfillment.
Finally, inventory shipping parameters, which act as the default shipping
method. All of these areas of Personify must be setup before continuing.
All changes made through the on the Organizational level, must be
completed with the System Admin persona. These are currently assigned to the
information technology team.