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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 Expanz our developer before it can be assigned to a journal type.
- Print templates can be attached to emails that are sent from the system using Email Templates:;
- 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 Expanz our developer.
- Trigger Account ::is the account that will trigger the email to be sent
- The type of journal that the template applies to.
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- Profile to give subscribers - if you have anonymous transactions turned (turned on by Expanzour) and an entity subscribes (allowing you to send them emails) you can default a profile
- Role to give subscribers as above for a Role to allow login access
- Footer to add to all outbound emails allows a standard footer for the following emails
- Instructions to display on your anonymous subscribe page is global for each host company
Custom Invoice Footer for each debtor invoice and will be used if required when expanz our build your invoice layout
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- Cash sale entity code is a default business entity code to attribute all cash sales
- Custom sales order class is maintained by Expanz our for customisation of your sales order process h4.Freight Defaults
Note that Freight can be considered third party however delivery is considered to be done by your Host Company. - Apply standard delivery charge is the charge when no other charges have been calculated
- Min order units is to avoid a delivery charge. This uses the notional units field from the article master as the UOM.
- Min order amount is a dollar amount minimum for an order to avoid a delivery charge (note this is different to a freight charge)
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