ACR News, Tips and Articles.
Users will now find that when using the HN tickbox (Hide Notes) on all Maintenance Forms (Product / Customer / Supplier / Employee), the system will remember the selection set Continue ReadingMaintenance Forms (Product / Customer / Supplier / Employee) > Hide Notes
The ‘Customer Buying Profile’ within Customer maintenance (also accessible via the F5 key within Invoicing) will no longer return records where the ‘Total YTD’ plus the ‘Total L/Y’ values are Continue ReadingCustomer Maintenance Stats > Customer Buying Profile
The Documents tab within the above Maintenance screens has now been updated to work with the new Document Processing System. This screen now shows a full summary and instant view Continue ReadingCustomer/ Supplier/ Product Maintenance > Documents tab
Within Customer Maintenance behind the Deliveries Button, 2 new fields have been created called “Order Contact’ and ‘Order Contact Advice Type’. These fields will allow users to set a default Continue ReadingCustomer Maintenance > Deliveries (Tradetalk Only)
Three new Default fields have been created within this configuration: Invoice Configurable Column 1 Invoice Configurable Column 2 Invoice Configurable Column 3 These fields are used within Customer Maintenance > Continue ReadingDefault Maintenance Configuration > Customer Maintenance Defaults
A Default Order Number and Default Order Number Expiry Date can now be stored behind the balances tab in Customer Maintenance. Additionally within Invoice Configuration > ‘National Customer Min Order Continue ReadingDefault Order Number & Default Order Number Expiry Date (Wholesalers Only)
A ‘Minimum Order Value’ and Minimum Order GST Base’ can now be stored behind the Balances tab within Customer Maintenance. This will have the following behaviour within the system: When Continue ReadingMinimum Order Value & Minimum Order GST Base (Wholesalers Only)
Earlier this year we introduced the ‘Change Log History’ function where a history of changes on numerous Customer fields are recorded. To access this tool staff will navigate to a Continue ReadingMonitoring Customer Account Changes
The below fields have been copied over from ‘Web Data’ to also display in Customer Maintenance > B2B. Delivery Details Override Override Address Only Please click here to view detailed Continue ReadingCustomer Maintenance > B2B
A new Alternate Search Key can now be set to the Customers Phone Number/Mobile Number to assist Users when searching for a Customer in Customer Maintenance, Short Term Debtor Maintenance Continue ReadingCustomer Alternate Search Key