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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...
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Created On: 11/01/2017
in Admin Company Preferences
Inventory The Inventory Section of your Company Preference settings allows you edit specific settings pertaining to your Inventory Control. You have the option to: General Allow Negative Inventory. When deleting a transaction or line, ch...
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Created On: 11/01/2017
in Admin Company Preferences Items
Under Item preference, you will be able to dictate various aspects of item usage.
The Items preference contains several options of how the Item will be used within your organization. Special attention should be given to each o...
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Created On: 11/01/2017
in Admin Company Preferences
DOC #s Under Doc #s company preference you will be able to mark the number order for all your transaction. (i.e. If you want all of your Sales Orders to start from a set numerical number). Just type in the number you want to be your next ...
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Created On: 11/01/2017
in Admin Company Preferences
Activity Preferences Under Activity Preferences you can modify how your calendar activities will be processed, the timing for alarms, email reminders. You are able to: Enable calendar events Select how many due date days get added. Select...
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Created On: 11/01/2017
in Admin Company Preferences
General Tab The General Section allows you to modify the following: How many places you would like Decimal Points to display (you have the option of setting it for Quantity, Cost, Price, and Percentage) If you would like to enable Foreign Cu...
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Created On: 10/31/2017
Overview The Item Sales Tax profile helps you manage, calculate and add tax charges to a taxable item. Order Time also allows you the option to assign the tax agency to which sales taxes are paid. Once an Item Sales Tax has been implemented, it wil...