Table of Contents

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1. Is distributor - allows forecasting to remove from sales projections
2. Is Courier - indicates this organisation will be in the list of couriers
3. Provides Leads - will be in the list of leads to enable reporting about the leads they provide
4. Is key Account - key accounts never get put on stop supply, 
5. is Broker / Transport - will be in the list of transport entities tracked on purchase orders
6. Requires order confirmation - Orders will go on hold and need to be released - Stop Supply (also known as Credit Hold) and Sales Order Hold Status
7. No Volume Discount - removes ability to get price list volume discount auto applied
8. Regional
9. POD - IF proof of delivery will be required on sales orders
10. Delegation Partner - The entities that work can be delegated to (Jobs or Orders)
11. Do not auto-allocate trading term credits - where trading terms result in a credit some organisations like to specify where the credit is to be applied
12. Do not auto-email credit notes - when a debtor has "auto email Invoices" ticked - then selecting this will NOT also auto email credit notes
13. Places Bulk Orders - orders to be removed from forecasting projections
14. Subscribe to Periodic Emails - adds a checkbox on person and company.  Enables export of subscribed list to be used in external mass email tool

Misc

1. Misc creditors code - where an transaction does not have a know creditor
2. Expenses creditor entry - a general creditor for expenses with no known creditor
3. Booking / Franchise prefix - used to prefix bookings / order numbers when a franchise network exists
4. Normal opening and closing time - used to default start times / end times
5. Default warehouse - used after checking customer, sales rep, person entering order default warehouses
6. External Reference - used were an external system has a code to indicate the ABN it is dealing with
7. Standard delivery charge - default where no other delivery calculation is found
8. CC payments - the service used to charge for credit card use to customer

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• Print templates
  • A print template defines the layout of the report generated for a journal type.
  • The print template must be built by an our developer before it can be assigned to a journal type.

  • Print templates can be attached to emails that are sent from the system - see Entering Email Templates

    Info
    When the system is looking for a report to use it looks in the following order: The report name (eg invoice.mrt) prefixed by the search code of the host company, eg SOULFRESinvoice.mrt or KARMAinvoice.mrt The report name prefixed by the host company Report Prefix, eg SFinvoice.mrt The report name with no prefix, eg invoice.mrt

    
    

• Journal Type
  • The type of journal that the template applies to.
    • Description ::A description of the use of the template.
    • Template ::The file name of the print template. This will be provided by the our developer.
    • Trigger Account ::is the account that will trigger the email to be sent

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