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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 PO number - sales orders cannot be authorised without PO number
  7. 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
  8. Waive need for per order agreements - professional services agreements may be waived for some organisations with blanket arrangements (eg marketplaces)
  9. On Watchlist - Flag a debtor to be on watchlist despite being within terms.
  10. No Volume Discount - removes ability to get price list volume discount auto applied
  11. Regional flag where different processes apply
  12. POD - IF proof of delivery will be required on sales orders
  13. Delegation Partner - The entities that work can be delegated to (Jobs or Orders)
  14. 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
  15. Do not auto-email credit notes - when a debtor has "auto email Invoices" ticked - then selecting this will NOT also auto email credit notes
  16. Places Bulk Orders - orders to be removed from forecasting projections
  17. Is Marketplace - flag to indicate marketplaces like Ebay, Amazon etc
  18. Allow PO partial invoice - for suppliers that do not send entire PO in a single shipment
  19. Create mirror transactions in their ledger (Friendly) - for organisations that are not franchisor / franchisee however do allow the other to create transactions directly
  20. Require certificate of Origin - for organisations that ship products via customs that were made in countries with a free trade agreement with the host company country and are require to send a certificate with each purchase order

Relationships between host companies

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

Info

When the system is looking for a report to use it looks in the following order:

  1. The report name (eg invoice.mrt) prefixed by the search code of the host company, eg SOULFRESinvoice.mrt or KARMAinvoice.mrt
  2. The report name prefixed by the host company Report Prefix, eg SFinvoice.mrt
  3. The report name with no prefix, eg invoice.mrt

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Each Integration API requires different setup depending on the API - some examples

Deputy

ZipPay

The API docs: (https://zip-in-store-pos.api-docs.io/v1/api-specification/purchase-request-create-purchase)

Get the data from:


Eway

Google Maps

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