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Suppose that only Priority is defined as the allocation rule, client A is registered with Priority set to 2 and client B with Priority set to 1. When allocating a technician for attending the service orders, the preference is for the client with higher priority, i.e., client B.

The Business Industry 1 to 8 fields determine the company's industry and are used for Active Marketing filters, enabling later evaluation of the results through reports from the Call Center module.

  • Price List

In the Price List field, one can define the code of the price list negotiated with the client. This data is suggested when entering the sales order, which ensures its proper fill-out.

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