Support Center

Creating a Warehouse

Last Updated: Jun 26, 2018 01:58PM PDT

Overview

Kugamon Quote to Cash settings are located in the Installed Package.  A Warehouse is needed to create quotes and orders. Warehouse field is found in the Additional Account Information.

Audience : Administrator


Steps:


1. At the top of your Salesforce Instance | Go to Setup 
2. Under App Setup | Click "Installed Packages" 
3. Find Kugamon Quote to Cash | Click "Configure"
4. Under Step 2 | Click "View Kugamon Settings"
5. Scroll down to the related list "Warehouses"
6. You can create a New Warehouse by clicking "New Warehouses"
7. To Update click "Edit" next to the warehouse you want to change
8. To Delete select "Del" next to the warehouse you want to delete

 

Notes:

  • A warehouse is required to create a quote and order 

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