Managing Customer Orders
- About Approving Customer Shipments
- About Customer Order Entry Non-Inventory Items
- Determining the Cost of Goods Material Account
- About Multiple Due Date Billing Terms
- Attaching Files to Emails Sent from Interaction Forms
- Approving Customer Shipments
- Setting Up Customer Order Entry
- Order Entry Steps
- About Drop-Ship Locations and Taxes on Customer Order Lines
- Adding a Configured Item in Order Entry
- Calculating Unit Price for Customer Orders/Estimates
- Changing Lines/Releases to a Status of Complete
- Changing a Single Customer Order Status to History
- Changing Multiple Customer Order Statuses to History
- Copying Orders and Estimates
- About Copying Orders and Estimates
- Creating a Blanket Order
- Cross-Referencing a Transfer Order to a Job Order
- Cross-Referencing a Transfer Order to a Purchase Order
- Cross-Referencing a Transfer Order to a PO Requisition
- About Creating Customer Order Lines Change Logs
- Deleting a Customer Order
- How Customer Order Blanket Line/Releases Affect Inventory
- Invoicing a Customer Order
- About Order Invoicing/Credit Memos
- Example: Progressive Billings
- Advanced Terms Algorithm
- About Invoice Addresses
- Printing Customer Statements
- Purging the Packing Slip Register
- Reopening a Closed Order, Blanket Line, or Release
- Resetting Invoice Numbers
- Setting Up Order Level Discounts
- About Surcharges
- Setting Up Surcharges
- Surcharge Example
- Determining the Best Site/Warehouse to Fulfill an Order
- Manually Shipping a Customer Order
- Shipping a Serialized Item
- Shipping Customer Orders
- Setting Up Shipping Charges for Credit Card Customers
- Freight Charge Method Examples
- Using the Order Pick List to Perform Shipping Transactions
- About DIFOT (Delivered In Full and On Time)
- Implementing DIFOT (Delivered In Full and On Time)
- Due Date and Discount Date Comparison Chart
- Viewing Customer Order Document Lifecycle
- Using Revision/Pay Days
- Price Adjustment Invoices
- Reserved Inventory
- Progressive Billing
- Pegging Demands to Supplies
- Customer Interactions