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Sales / Credits / Stop Supply Section
Cash sale entity code is the default cash sale debtor
Minimum GP% and Target Markup is used to:
- colour prices on price lists below the minimum amount
- Can alert managers to sales orders below minimum GP%
Auto Allocate invoices - used when a payment is entered and will allocate the oldest invoices to the payment
Auto off credit hold - removes customers and orders from hold (only those on hold due to debt) when a payment removes the hold requirement
Max Write offs
- Max Debtor write-off adjustment - allows users with Secure Features#CanWriteOffDebtorBalance to write off small amounts - see Getting orders off hold and out the door#Savethepaymentandupdatetheallocations
- Max Creditor write off adjustment - allows users with Secure Features#CanWriteoffCreditorBalance to write off small amounts - Supplier Invoices and Payments#SmallAmountWriteoffs
- With the option to use the invoice date (Action Menu)
Fee service
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determines the service to be added to the invoice for cheque payment charge
Default price list
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will default for all new debtors. Note that each price list has unique price values for each branch in the system so widget X on price list "Key Customers Pricing" will have one price in NSW and a potentially different price in QLD
Booking Services and Fees
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Print templates can be attached to emails that are sent from the system - see Email Templates
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When the system is looking for a report to use it looks in the following order:
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