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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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- 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 PO number - sales orders cannot be authorised without PO number
- 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 (eg marketplaces)
- 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
- Is Marketplace - flag to indicate marketplaces like Ebay, Amazon etc
- Allow PO partial invoice - for suppliers that do not send entire PO in a single shipment
- Create mirror transactions in their ledger (Friendly) - for organisations that are not franchisor / franchisee however do allow the other to create transactions directly
- 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
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When the system is looking for a report to use it looks in the following order:
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Where an integration is available - enter the required details and then test the integration works.
Can have multiple records for the same API and mode (test/production) as long as they have different tags
Each Integration API requires different setup depending on the API - some examples
Channel Advisor
Deputy
ZipPay
The API docs: (https://zip-in-store-pos.api-docs.io/v1/api-specification/purchase-request-create-purchase)
Get the data from:
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Eway
Google Maps
Clickatel
Advanced Area
Audit Logins - see Audit Log
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