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Setup
File Maintenance
Parent Company Info. / Settings
User Levels
Users / Employees
Sales Rep Network
Expense Report Categories
Departments
Divisions
Locations
Warehouse Locations
Customer / Vendor Terms
Customers
Customize Forms
Default Document Comments
Notifications
Vendors
Chart of Accounts
Manufacturers
Shippers
Services
File Storage Administration
Customer Service Groups
Sales Rep Groups
Bdgt/Trgt/ER-Rule/PO-Rule Groups
Shipper Groups
View Data Imports
Products
Products Administration
Product Categories
Default Shipment Packaging
Data Linking
Link Products / Vendors
Link Products / Categories
Link Products / Divisions
Link Products / Customers
Link Customers / Sales Reps
Link Customers / Customer Service Reps
Link Customers / Shippers
Link Divisions / Products / GL Accounts
Link Divisions / Products / High-Low Limits
Link Divisions / Employees
Link Divisions / Approvers
Link Divisions / Vendors
Link Warehouse Locations / Employees
Initializing Products to Warehouse Locations
Pricing Levels / Default Adjustments
Link Customers / Customer Service Reps
Linking Customers to Customer Service Reps
Various linking types supported:
Direct to Customer
CSR Group
Division
Zip Code Range
Once sales order is created, employee linked as csr will be responsible for order.
View Existing Links
Filter existing customer / csr links.
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Features
Virtual Office
Accounting
Purchasing
Sales
Inventory
Employee Time
Setup
Go Mobile...
Merchant Services
Build My Application
Full Feature List...
Support
FAQs
Contact Us
Pricing
Signup
Customers
Earn a Residual...
Terms
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