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Analysis Type and Analysis Captions need to be set up to use this screen (this would normally be done by the Vision Team). |
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The Bank Account Maintenance accounts are used screen is used to edit or create Banks Accounts that are linked to the Customer on the Customer Maintenance , screen (see the Customer page) to show which account your Customers will be paying into.
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The Short Name, Account Number, Sort Code, Swift BIC and IBAN information entered here will show on Invoices generated the Customer (depending on your Customer set-up).  Image ModifiedClick the Default For New Customers to have this Bank Account default to all new customers. | Info |
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You can have multiple Bank Accounts with different currencies set up |
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title | Customer Contact Outcome The Customer Contact Outcome is used when contacting a customer and you are entering a note into Maintenance is used to set quick outcome descriptions against your notes in the Customer Contact Maintenance .screen| Expand |
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The Delivery Address is specified for each order. This should be based on the delivery options offered by your integrated Warehouse. | Info |
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Contact your warehouse to see what options that do provide before creating the Delivery Service |
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| title | Packaging Maintenance |
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The Packaging Maintenance is used to identify how many bottle/singles that can be packed for a specific Carrier. For example: Standard packaging can hold a maximum of 15 bottles, on the order, there are 25 bottles, this means we would need 2 packagings for this order. You would need to select the Packaging type to save this. |  Image Modified |
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The Price List Groups are used to manage the Price List. All Price List must belong to a Group. A Price List Group could have multiple Price List against it |  Image Modified |
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Product Group Maintenance screen is used to group similar Products together. It is used for reporting, extracts and web site. Click the drop down below for details.
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