ACR News, Tips and Articles.
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
Users can now view a history log of changes to the selected Customer within Customer Maintenance. This will be a valuable tool to use to identify when/who has updated the Continue ReadingCustomer Maintenance > Change Log History
Sites can now change a Customers’ Debtor statement type in Customer Maintenance to ‘Open Item + TXT’. When configured, the email sent will include the Customer’s Debtor statement attached as Continue ReadingDebtor Statements > Tab Delimited text file
The ‘Direct Debit Control List’ has been modified to use the Customers’ ‘Drawer Name’ instead of the ‘Customer Ship To’ name. This also flows through to the file created Continue ReadingBank Direct Debit Control List and Output Utility