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Complete the following steps to enter the customer information: Address Under the Address tab, enter the Primary Billing Address and Primary Shipping address. (Remember this information will be used to create your customer database, it is ess...
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Created On: 11/05/2017
in Admin Activities Overview An Activity is a way to document an action that will occur or has occurred by one or more of your users. For example, if you want to remind a sales rep to follow up on an order, you would create a Task for the sales rep. All Activities sh...
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Created On: 11/05/2017
in Sales Overview Revenue is the lifeblood of any business. Having a well organized sales structure is imperative to success. The following flow chart shows the path of a customer order through its various stages until closure. Below we describe the colla...
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Created On: 11/01/2017
in Admin Company Preferences Lot Numbers & Serial Numbers
In the Lot / Serial #s preference, you will be able to manage your Lot Numbers & Serial Numbers.
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Created On: 11/01/2017
in Admin Company Preferences
Production Under the Production Section of your Company Preference, you can edit specific settings pertaining to your work order in the Production stage. By selecting some of the choices under this company preference, you can control how the ...
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Created On: 11/01/2017
in Admin Company Preferences
Receiving
Under the Receiving company preference, you will be able to manage how your purchases will be received:
Auto complete Receiver from Purchase Order. Uncheck to receive items manually.
Deny receiving orders gre...
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Created On: 11/01/2017
in Admin Company Preferences
Purchasing Under the Purchasing company preference, you will be able to manage your promised dates, purchasing from preferred vendors and drop ship Purchase Orders. Select the appropriate selection for your Purchasing preference: Enable mul...
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Created On: 11/01/2017
in Admin Company Preferences
Payments
Under Payment company preference, you will be able to manage your credit card security settings.
Access by: Admin -> Company Preferences -> Payments
Setting up credit card security is critical for preve...
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Created On: 11/01/2017
in Admin Company Preferences
Shipping Under shipping company preference, you will be able to manage shipping options and setting up UCC-128 codes (unique shipper identifier). The Shipping Preferences are divided into two tabs: General and Packages Under the General tab...
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Created On: 11/01/2017
in Admin Company Preferences Sales
Under the Sales company preference, you will be able to manage various aspects of your sales order.
Special attention should be given to this section. It will determine if you wish to have multiple ship dates, if you want a cus...