...
| Expand |
|---|
 | Info |
|---|
Analysis Type and Analysis Captions need to be set up to use this screen (this would normally be done by the Vision Team). |
|
| Expand |
|---|
title |
Bank Account Maintenance
...
accounts are used on the Customer Maintenance, to show which account
...
your Customers will be paying into.
| Info |
|---|
You can have multiple Bank Accounts with different currencies| Expand |
|---|
The Short Name, Account Number, Sort Code, Swift BIC and IBAN information you provide entered here will show up on the Invoice that is Invoices generated for the customer Customer (depending on your Customer set-up). You will be able to set a Bank Account to be a  Image Added
Click the Default For New Customers to have this Bank Account default to all new customers. Image Removed| Info |
|---|
You can have multiple Bank Accounts with different currencies |
|
| Expand |
|---|
| title | Customer Contact Outcome |
|---|
|
The Customer Contact Outcome is used when contacting a customer and you are entering a note into the Customer Contact Maintenance. |  Image Modified |
|
| Expand |
|---|
|
The Delivery Address is specified for each order. This should be based on the delivery options offered by your integrated Warehouse. | Info |
|---|
Contact your warehouse to see what options that do provide before creating the Delivery Service |
|  Image Modified |
|
| Expand |
|---|
| title | Packaging Maintenance |
|---|
|
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 |
|
| Expand |
|---|
|
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 |
|
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.
...