Overview
This section will allow you to add your customer's' information such as billing and shipping address, documents, price lists, ship to’s, etc. Changes to this information can be done through the customer setup screens.
- Accounting Code - Customer
- Add Carrier Account Number
- Adding Contacts to a Customer Account and Emailing PODs
- Adding customers
- Adding Product UPC's
- Adding Ship To's
- Advanced Customer Account Setup
- Aging Limits & Vendor Information on E-commerce
- Allow changing custom Product Packs
- Allow to Choose Inventory Type
- Consolidate invoices on Automatic Billing
- Credit Card Management
- CRM Link
- Customer's Currency
- Customer's GPM
- Customer's Main Location
- Customer Groups
- Customer PO - Required Field
- Customer Product Packs
- Customer Tags
- Custom Invoice Disclaimer
- Days of Service per Customer
- Default Ship Via
- Deleting and Deactivating Customers
- Do not Print Cubes on Invoice Item Lines
- E-commerce Markup
- Finance Charge Percentage per Customer
- How Does the System Calculate the FOB price?
- How to Associate a Territory to a Customer
- Landed Cost as Price
- Multiple Salesperson by Customer
- Payment Register by Customer
- Payment Terms for Pre-payment Customers
- Placing a Customer on Credit Hold
- Price B Markup
- Restrict Credit Card Access
- Restrict Credit Card Payment
- Send Check-Out Notification To
- Setting up Customer Cube Rate
- Setting up Days of Service
- Show arrival date instead of ship date
- Show Truck Date on Order Entry
- UPC Pull Date Options per Customer
