| Table of Contents |
|---|
...
Standard Debtor / Creditor Profiles
| Note |
|---|
If this section is greyed out then it is inherited from your Franchisor |
- Is distributor - allows forecasting to remove from sales projections
- Is Courier - indicates this organisation will be in the list of couriers
- Provides Leads - will be in the list of leads to enable reporting about the leads they provide
- Is key Account - key accounts never get put on stop supply,
- is Broker / Transport - will be in the list of transport entities tracked on purchase orders
- 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
- Waive need for per order agreements - professional services agreements may be waived for some organisations with blanket arrangements
- On Watchlist - Flag a debtor to be on watchlist despite being within terms.
- No Volume Discount - removes ability to get price list volume discount auto applied
- Regional flag where different processes apply
- POD - IF proof of delivery will be required on sales orders
- Delegation Partner - The entities that work can be delegated to (Jobs or Orders)
- 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
- Do not auto-email credit notes - when a debtor has "auto email Invoices" ticked - then selecting this will NOT also auto email credit notes
- Places Bulk Orders - orders to be removed from forecasting projections
...
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:
|
...