Sales Center Setup
- Copy a Standing Order
- Add a Customer
- Adding and Assigning Customer Categories
- Set Customers Default Delivery Period
- Create a Standing Sales Order
- Create a Shadow Order
- Copy a Shadow Order
- Create Price Tiers
- Assign a Price Tier to a Customer
- Set Product Prices Within a Price Tier
- Update Customer Account Number
- Set a Customers Credit Limit
- Add Default Freight / Delivery Charge to a Customer
- Add an Alert Message to a Customer
- Apply a Payment Term to a Customer
- Enter a Customers Opening Account Balance
- Add Customer Contacts for Bulk E-mailing Invoices and Statements
- Set Customer Discounts and Surcharges
- Assign Tax Profiles to Customers
- Add Credit Card Information to a Customer Profile
- Set Invoice and Statement Delivery Methods
- Set Customer as a Master Account
- Set Customer as Subsidiary Account
- Assign a Salesperson to a Customer
- Set Up Customer for Use with Daily Order Log
- Set Up Weekly or Monthly Billing
- Set Up an Import Template for Sales Orders (CSV Import)
- Creating and Utilizing the Price Tier Import
- Adding Additional Costs to a Price Tier
- Set a Product as a Mandatory Web Portal Product