General Use
Advanced
- Manufacturer Configuration
- Reference Manufacturers
- Parent/Child Relationship Setup
- Setting up Multiple Website links for Manufacturers
- Adding Manufacturer Specific terms that print on Quotes, Orders, invoices and pricebooks.
- Adding Account numbers
- Setting up warehouses for dropdown in shipping entry
- Setting up Goals by Manufacturer
- New Manufacturer forms
Manufacturer Terms
Order Terms
- Setting up a Manufacturer for Resell
- Setting up standard manufacturer contacts for RFQ and order emails.
- Lamp Manufacturers
- Miscellaneous Submittal Manufacturers (Courtesy Quoted Fixtures)
- Recap Change Orders
- Agency Holds Only
- Creating a Manufacturer that sells services only (Creates no Vendor order for Resell)
- Importing Manufacturer setup for Canadian Agents
Freight & Shipping
- Freight Allowances & Minimum Order Amounts Calculations (See also Terms Text)
- Setting up Lead Times
Commissions and Invoicing
- Standard Commission and Overage Policies
- Setting up automatic rules for closing invoices, sales and commission amounts as a part of Commission Reconciliation
- Territory Splits