| Excerpt | ||
|---|---|---|
In this article, you will learn how to setup advanced customer settings.
|
Table of Contents
Access the Advanced Customer Settings
To access the advanced settings, do the following steps:
Go to Setup and select Customers.
Search for the customer account.
Select Edit under the Actions column.
Click on the Advanced link under the Setup tab.
You will find a description of each Advanced Setting in the following sections.
| Note |
|---|
FOB Price: When you're setting up prebook and standing orders, remember to include the Fuel Surcharge in the price you enter. Once the items are invoiced, the system won't add the fuel surcharge again. How Does the System Calculate the FOB price? |
Settings
Fuel Surcharge. This feature allows the system to automatically apply an additional fuel surcharge that will be reflected in the customer’s invoice. You need to set the fuel surcharge rate per box type. For more information, read Fuel Surcharge.
UPC Pull Date Options:
Require UPC Pull Date: by enabling this option, the system will require the user to enter a Pull Date when the UPC information is required. To enable this option, the user needs to enter a Pull Date when the UPC information is required.
Default Pull Date Days: This field is used to set the number of days after the Truck Date for the Pull Date. This will only apply to Prebooks. You need to specify the UPC Pull Date to enable this option.
Pull Date Format: This option allows you to specify the format used to create the pull date when the UPC information is required. The UPC Pull Date information can be set up for Mass Market Customers.
Territory. Associate a customer with a territory. You will only see existing Territories in the list.
Require Payment Upon Confirmation. Require salespeople to enter the payment information once the order is confirmed. To learn more, read Require payment upon confirmation - Order Entry. In the case of massive confirmations, the system will restrict the orders of customers with this option enabled being confirmed.
Invoice Disclaimer. Add a disclaimer to the customer that the system will print on the footer of their invoices. You can also enter a disclaimer per Company. Please read Invoice Custom Information to learn more.
Tags. Customer tags enable you to filter results in the Confirm POs screen in the Grower Portal. To learn more, read Confirm POs from the Vendor Portal.
Show FOB Price. Enabling this option includes Fuel Surcharge and Outbound Freight in the sales screen price, avoiding separate charges on the invoice. To learn more, read How Does the System Calculate the FOB price?
Landed cost as price. The system will display the suggested price as the landed cost, overriding the Prebook price, and will also use this price for every e-commerce transaction. Any differences are indicated with a ($) icon, and detailed information can be accessed by clicking on the details icon from the Order Entry screens. Applies to both units and boxes.
Price B Markup. Add an alternative price markup the system will use when the customer buys products from the open market inventory. This markup is required for customers with price lists. To learn more, read Price Lists Screen.
Groups. Group assignment enables the processing of payments collectively for a group. Customers in a group cannot use their available credits for individual payments. To assign a group, enter an existing name or create a new one, and click "Save.”
Accounting Code. Assing an accounting code to each customer for smooth integration with external accounting systems in Komet.
Consolidate invoices on automatic billing. Enabling this option for a customer merges orders with the same details into a single order, simplifying billing and allocation. Overrides Invoicing Policy.
Finance Charge Percentage.
Show Truck Date on Order Entry. To calculate a date based on ship date and transit days, use the "Truck Date" feature. Set up transit days in the "Days of Service" tab. When creating a new order with the ship date and carrier, the truck date will appear. Keep in mind that the minimum transit days setting might restrict the number of days that can be entered.
Customer's currency. Set up specific currencies for your customer with the multicurrency option. When enabled, all transactions show the total amount in both currencies, including Euro, USD, CNY, and ZAR. We recommend reviewing your shopping cart before placing an order. To learn more, read Multicurrency for Sales.
Finance Charge Percentage
Info: This setting can be set up only when the option Finance Charge is enabled at the company level. Entering a percentage on this option will add an exception for the selected customer when applying finance charges.
When a customer has open invoices after a given period, the system will charge them the [ ]% set up based on the total amount of their accounts
Info: If you don't want to charge this customer, you may enter 0%, however, if you enter an invalid number or none, the system will apply the charge set up to company level by default.
CRM Link
Komet Sales gives you the option to enter the customer specific CRM link within the Advanced settings of the Customer Komet Sales account. Adding this link, allows the salesperson to access it during the creation of an invoice order within the Order Entry screen.
To enable this option, please refer to Direct Customer CRM Account Access.
Instructions
Go to Setup > CustomersFollow the next steps to add the link to each customer's account:
Search for the customer account, under the Actions column and select Edit
The "Customer Information" window will pop up.
Under the Setup tab, click on the link: "Advanced".
At the right side of the screen, you will see the customer specific CRM Link field. Add the specific CRM link for that customer and click on Save.
Info: The system will not display any CRM information when creating the invoice for the customer if the Customer account does not have a CRM Link set in the "Advance" setup of their Komet Sales account.
E-commerce Settings
All customers have certain E-commerce settings that can be configured, all these options are set on a per customer basis. Also, certain restrictions apply in order for the options to work within the E-commerce portal.
Aging Restriction per Customer and the Displaying of Vendor Codes
The system allows users to set a product aging restriction per customer. This restriction will apply to a customer when making a purchase through E-Commerce. This option is configured per customer account. To see more information about the vendor information, read Vendor Name or Code for E-commerce.
| Info |
|---|
Aging Restrictions per Customer is only available for companies who have E-commerce activated. |
To start using this setting please follow the instructions below.
Go to Setup > Customers
Search for the customer account, under Actions column and select Edit.
The "Customer Information" window will pop-up.
Under the Setup tab, click on the link: "Advanced".
Go to the "E-commerce Settings" section and configure the "Max Age", "Min Age" and "Display Vendor Codes" information as needed for that specific customer. The user can see more information about this fields by hovering over "What's this?" link. After finishing click on "Save".
The "Max Age" and "Min Age" setting per customer will limit the available products they view on E-commerce to be purchased, to the product items that comply with the aging restriction. If the customer does not have any information configured on the E-commerce settings, the system will show all aging available the Company. E-Commerce Settings when displaying the available products on E-Commerce.
Allow changing custom Product Packs
If the Vendor Availability setting is enabled this setting can be enabled and configured per customer.
Info:
In order to have the Vendor Availability activated on E-commerce refer to Configure E-commerce Settings.
"Allow changing custom product packs:" If this option is enabled Komet Sales allows E-commerce customer users to change custom product packs when creating an E-commerce order with Vendor Availability products.
Go to Setup > Customers.
Search the customer account, under the Actions column select Edit.
The "Customer Information" window will pop up.
Under the Setup tab, click on the link: "Advanced".
Go to the "E-commerce Settings" section and configure the "Allow changing custom product packs" information as needed for that specific customer. The company user can see more information about these fields by hovering over the "What's this?" link. After finishing click on "Save".
Send Check-out notification To
This option allows you to enter additional email addresses to send notifications when the customer completes the checkout process of an order from the E-commerce portal. If you want to enter more than one address, these must be separated by semicolons:
This is how the notification will look like:
To be able to set up this on a per company or location basis, go to E-commerce Settings.
Ship Via
This option allows selecting the default via option for E-commerce Orders. There are three options available:
Through the warehouse: Shipping items via warehouse means that these items will be sent from the vendor to any of the importer's warehouse locations; these items will be processed through the inventory and shipped to the final customer from the warehouse.
Direct From the vendor: This option was created for orders that are shipped directly from the vendor to the final customer. Keep in mind that once this option is enabled for a given customer, the system will only display Vendor Availability inventory (including K2K, if applicable). If this option is selected, the system won't take into account the AWB freight, handling costs, duties, nor inbound truck freight in the landed cost calculation in order to suggest a sales price.
If this option is selected, the system won't take into account the AWB freight, handling costs, duties, nor inbound truck freight in the landed cost calculation in order to suggest a selling price. The system will only consider the flower cost and the GPM.
This is how this option will be displayed for a customer on e-commerce:
User's Choice: In this case, the customer will be able to choose how the products should be shipped. If the customer selects Ship Via Warehouse, the system will display On Hand, Future, and Vendor Availability inventory (including K2K if it applies). If the user selects Ship Via Grower, the system will only display Vendor Availability inventory (including K2K, if it applies).
Ship K2K PRODUCTS
If users select Ship Via Grower on Prebooks or E-commerce orders for products coming from K2K integration in the Customer Company, the system will associate the customer information of the Prebook as a Ship To in the Vendor Company's invoice as well as the selected carrier and Carrier account number.
If the Prebook Customer has a Ship To, the system will display the Ship To and the customer name (separated by c/o). E.g. Store 1 c/o ABC Wholesaler.
Show arrival date instead of ship date
By choosing this option, the system will continue using the arrival date for all the E-commerce transactions instead of the ship date. For more information, please refer to Display the Arrival Date instead of the Ship Date on E-Commerce.
When this option is enabled, the shipping information for E-commerce transactions will be calculated based on the Customer's Days of Service and the Cut Off set up. The system will take into account the transit days so the next step is to configure these ( the difference between the ship day and the delivery day). This difference varies per carrier and can be entered from the Days of Service tab in the Transit Days column.
Customer’s GPM
The GPM can be setup for a specific customer to calculate a suggested sales price on E-commerce.
Follow the next steps to setup the GPM for each customer's account:
Go to Setup > Customers
Search for the customer account, under the Actions column and select Edit.
Under the Setup tab, click on the link: "Advanced".
Under the E-commerce Settings, enter the GPM percentage and click on Save.
E-Commerce Markup
This option allows to set up a markup that will apply over the final price displayed on the E-commerce for a given customer. it also applies to products coming from K2K. It can be set up either in dollars or percentage and be positive or negative:
If the setup is negative (a discount), the system will subtract the markup value from the product price.
If the setup is positive, the system will add the markup value to the product price.
Keep in mind that this markup prevails over the Price B Markup explained above on this page and applies to all inventory types.
The system will apply the e-commerce markup after having considered the limit price. The order for calculating the final price is the next:
Product Price.
Price B markup. Sell fast markup.
E-commerce Limit Price Consideration.
E-commerce Markup.
FOB-Fuel Surcharge.
Final price calculation.
Keep in mind that the E-commerce markup will override the Price B markup (in case both are enabled).
Allow choosing inventory type
This option enables a filter on E-commerce through which the customer will be able to filter by different inventory types on E-commerce: All / On Hand / Future Sales / Vendor Availability / K2K. This depends on the features enabled for the location or the company.
This is how the E-commerce List will look like if we enter On Hand and Future Sales inventory to be displayed.
Display inventory type
Warning: This option will only be available if the Allow to choose Inventory Type option is enabled.
This option allows you to restrict the type of inventory that should be displayed for the customer on the E-commerce. You will be able to select several inventory types. By leaving the field empty, the customer will be able to see all the inventory types. This option shall be subject to the E-commerce Settings for the company or location, meaning that if the option Hide On Hand Inventory is enabled, for example, the system will not display On Hand inventory, even if you enter On Hand in this setting.
Enabling the "Display Vendor Codes" option will cause for a "Details" link to be displayed at the product line item level within the E-commerce purchasing screen. This is so they are able to view the vendor code that the product was sourced from.
The system allows users to set a product aging restriction per customer. This restriction will apply to a customer when making a purchase through E-Commerce. This option is configured per customer account. To see more information about the vendor information, read Vendor Name or Code for E-commerce.
Info: Aging Restrictions per Customer is only available for companies who have E-commerce activated.
To start using this setting please follow the instructions below.
Go to Setup > Customers
Search for the customer account, under Actions column and select Edit.
The "Customer Information" window will pop-up.
Under the Setup tab, click on the link: "Advanced".
Go to the "E-commerce Settings" section and configure the "Max Age", "Min Age" and "Display Vendor Codes" information as needed for that specific customer. The user can see more information about this fields by hovering over "What's this?" link. After finishing click on "Save".
The "Max Age" and "Min Age" setting per customer will limit the available products they view on E-commerce to be purchased, to the product items that comply with the aging restriction. If the customer does not have any information configured on the E-commerce settings, the system will show all aging available the Company. E-Commerce Settings when displaying the available products on E-Commerce.
Enabling the "Display Vendor Codes" option will cause for a "Details" link to be displayed at the product line item level within the E-commerce purchasing screen. This is so they are able to view the vendor code that the product was sourced from.
If the Vendor Availability setting is enabled this setting can be enabled and configured per customer.
In order to have the Vendor Availability activated on E-commerce refer to Configure E-commerce Settings.
"Allow changing custom product packs:" If this option is enabled Komet Sales allows E-commerce customer users to change custom product packs when creating an E-commerce order with Vendor Availability products.
Go to Setup > Customers.
Search the customer account, under the Actions column select Edit.
The "Customer Information" window will pop up.
Under the Setup tab, click on the link: "Advanced".
Go to the "E-commerce Settings" section and configure the "Allow changing custom product packs" information as needed for that specific customer. The company user can see more information about these fields by hovering over the "What's this?" link. After finishing click on "Save".
This option allows you to enter additional email addresses to send notifications when the customer completes the checkout process of an order from the E-commerce portal. If you want to enter more than one address, these must be separated by semicolons:
This is how the notification will look like:
To be able to set up this on a per company or location basis, go to E-commerce Settings.| Anchor | ||||
|---|---|---|---|---|
|
| Excerpt | ||
|---|---|---|
In this article, you will learn how to setup advanced customer settings.
|
Table of Contents
| Table of Contents | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Access the Advanced Customer Settings
To access the advanced settings, do the following steps:
Go to Setup and select Customers.
Search for the customer account.
Select Edit under the Actions column.
Click on the Advanced link under the Setup tab.
You will find a description of each Advanced Setting in the following sections.
Advanced Information
Fuel Surcharge. To ensure accurate invoicing, set rates for fuel surcharges for each box type and automatically applied to customer invoices. For more information, read Fuel Surcharge.
UPC Pull Date Options:
Require UPC Pull Date. Require users to enter a Pull Date when the UPC information is required.
Default Pull Date Days. Set the number of days after the Truck Date for the Pull Date, you should specify the UPC Pull Date. This option is only applicable to Prebooks.
Pull Date Format. Specify the format used to create the pull date when the UPC information is required. You can also set the UPC Pull Date information for Mass Market Customers.
Territory. Associate a customer with a territory. You will only see existing territories in the list. To learn more, read Territories.
Require Payment Upon Confirmation. Require salespeople to enter the payment information once the order is confirmed. If there are massive confirmations, the system will prevent orders from customers who have enabled this option from being confirmed. To learn more, read Require payment upon confirmation - Order Entry.
Invoice Disclaimer. Add a disclaimer for the customer that the system will print on the footer of their invoices. You can also enter a disclaimer per Company. To learn more, read Invoice Custom Information.
Tags. Customer tags enable you to filter results in the Confirm POs screen in the Grower Portal. To learn more, read Confirm POs from the Vendor Portal.
Show FOB Price. Enabling this option includes Fuel Surcharge and Outbound Freight in the sales screen price, avoiding separate charges on the invoice. To learn more, read How Does the System Calculate the FOB price?
Landed Cost as Price. The system will display the suggested price as the landed cost, overriding the Prebook price, and will also use this price for every e-commerce transaction. Any differences are indicated with a ($) icon, and detailed information can be accessed by clicking on the details icon from the Order Entry screens. Applies to both units and boxes.
Price B Markup. Add an alternative price markup the system will use when the customer buys products from the open market inventory. This markup is required for customers with price lists. To learn more, read Using Price Lists.
Groups. Group assignment enables the processing of payments collectively for a group. Customers in a group cannot use their available credits for individual payments. To assign a group, enter an existing name or create a new one, and click "Save.”
Accounting Code. Add an accounting code to the customer for smooth integration with external accounting systems in Komet.
Consolidate Invoices on Automatic Billing. Enabling this option for a customer merges orders with the same details into a single order, simplifying billing and allocation. Overrides Invoicing Policy.
Finance Charge Percentage. Set an additional charge in percentage for unpaid invoices beyond a certain timeframe calculated over the total account balance. To exempt the customer from these charges, enter a 0 in this field. Otherwise, the system will charge the standard company charge. To learn more, read Finance Charge Percentage per Customer.
Show Truck Date on Order Entry. The truck date will appear when creating a new order with the ship date and carrier. Keep in mind that the minimum transit days setting might restrict the number of days that can be entered. To calculate a date based on ship date and transit days, use the "Truck Date" feature and set up transit days in the "Days of Service" tab.
Customer's Currency. Set up specific currencies for your customer with the multicurrency option. When enabled, all transactions show the total amount in both currencies, including Euro, USD, CNY, and ZAR. We recommend reviewing your shopping cart before placing an order. To learn more, read Multicurrency for Sales.
CRM Link. Add a personalized CRM link in Komet Sales Advanced settings for easy access by your sales team when creating invoice orders. To learn more, read Direct Customer CRM Account Access.
| Note |
|---|
FOB Price: When you're setting up prebook and standing orders, remember to include the Fuel Surcharge in the price you enter. Once the items are invoiced, the system won't add the fuel surcharge again. How Does the System Calculate the FOB price? |
E-commerce Settings
Customers can configure specific E-commerce settings that are set on an individual basis. However, restrictions do apply to ensure the options work effectively within the E-commerce portal. Below are detailed descriptions of each setting:
Aging Restriction per Customer and the Displaying of Vendor Codes. Set an age restriction for each customer to control product purchasing on E-commerce. To learn more, read Display Vendor Name or Code for E-commerce.
Max Age. Maximum product age the system will display. If a product has reached the specified age limit, it will not be available for purchase. If you leave this field blank, the system will follow the company policy regarding product availability.
Min Age. Maximum product age the system will display. If a product has reached the specified age limit, it will not be available for purchase. If you leave this field blank, the system will follow the company policy regarding product availability.
Display Vendor. Select the information the system will show to the customer.
Allow changing custom product packs. If this option is enabled, Komet Sales allows E-commerce customer users to change custom product packs when creating an E-commerce order with Vendor Availability products. Requires enabling the Vendor Availability from the E-Commerce Settings.
Require Credit Card Payment. Require the Customer to pay by credit card to complete their order in E-do Commerce. This option is only available for customers whose default currency is US$.
Restrict Credit Card Access. Disable credit card payments in e-commerce and hide the information on the customer’s cards. This setting is unavailable if Require Credit Card Payment is enabled.
Send Check-out notification To. Add more email addresses for order notifications by separating them with semicolons. To be able to set up this on a per-company or location basis, go to E-Commerce Settings.
E-Commerce Markup. This markup applies to all E-commerce transactions, regardless of inventory type. It can be an addition to the price or a discount, entered in either dollars or percentages. If set up for the customer, it will override any Price B markup.
Allow to choose Inventory Type. Enable the Customer purchasing in the e-commerce to filter between the different inventory types, such as All / On Hand / Future Sales / Vendor Availability / K2K / E2E.
Note: the system has two validation processes that can prevent the display of On Hand or E2E inventories:
If the "Hide On Hand Inventory setting" is enabled, On Hand inventory will not appear in the e-commerce platform, even if you enter it in E-commerce Settings.
When a user selects the "Shipping Via" Grower option within the e-commerce platform, the system will not display the E2E inventory either.
Ship Via. Set a default shipping option for customers on E-commerce orders. "Ship Via Grower" means only Vendor Availability products will be displayed. Alternatively, you can let the user choose their option. Keep in mind that shipping costs won't be factored into Landed Costs for K2K products.
Customer’s Resale GPM. The system calculates and adds a suggested resale price column to the e-commerce page to help your customers with their reselling. The suggested resale price is informative only and not used by the system.
Show arrival date instead of ship date. Display the order's arrival date in the E-Commerce instead of a shipping date of 0.
Select a Ship Via
This option allows selecting the default via option for E-commerce Orders. There are three options available:
Through the warehouse: Shipping items
via the warehouse means that these items will be sent from the vendor to any of the importer's warehouse locations; these items will be processed through the inventory and shipped to the final customer from the warehouse.
Direct From the vendor: This particular option
is meant for orders that are shipped
straight from
the vendor to the
customer.
Please note that once this option is
activated for a
specific customer, the system will only
show the Vendor Availability inventory
, which includes K2K if it is relevant. If you choose this option, the system will not factor in the AWB freight, handling
fees, duties,
or inbound truck freight
when determining the landed cost calculation
for the suggested sales price.
Instead, the system will only consider the flower cost and
This is how this option will be displayed for a customer on e-commerce:
GPM in determining the selling price.
User's Choice: In this case, the customer will be able to choose how the products should be shipped. If the customer selects Ship Via Warehouse, the system will display On Hand, Future, and Vendor Availability inventory (including K2K if it applies). If the user selects Ship Via Grower, the system will only display Vendor Availability inventory (including K2K, if it applies).
Ship K2K products
If users select Ship Via Grower on Prebooks or E-commerce orders for products coming from K2K integration in the Customer Company, the system will associate the customer information of the Prebook as a Ship To in the Vendor Company's invoice as well as the selected carrier and Carrier account number.
If the Prebook Customer has a Ship To, the system will display
the Ship To and the customer name (separated by c/o).
For example, Store 1 c/o ABC Wholesaler.
By choosing this option, the system will continue using the arrival date for all the E-commerce transactions instead of the ship date. For more information, please refer to Display the Arrival Date instead of the Ship Date on E-Commerce.
When this option is enabled, the shipping information for E-commerce transactions will be calculated based on the Customer's Days of Service and the Cut Off set up. The system will take into account the transit days so the next step is to configure these ( the difference between the ship day and the delivery day). This difference varies per carrier and can be entered from the Days of Service tab in the Transit Days column.
The GPM can be setup for a specific customer to calculate a suggested sales price on E-commerce.
Follow the next steps to setup the GPM for each customer's account:
Go to Setup > Customers
Search for the customer account, under the Actions column and select Edit.
Under the Setup tab, click on the link: "Advanced".
Under the E-commerce Settings, enter the GPM percentage and click on Save.
This option allows to set up a markup that will apply over the final price displayed on the E-commerce for a given customer. it also applies to products coming from K2K. It can be set up either in dollars or percentage and be positive or negative:
If the setup is negative (a discount), the system will subtract the markup value from the product price.
If the setup is positive, the system will add the markup value to the product price.
Show Arrival Date Instead of Ship Date
By choosing this option, the system will continue using the arrival date for all the E-commerce transactions instead of the ship date.
When this option is enabled, the shipping information for E-commerce transactions will be calculated based on the Customer's Days of Service and the Carrier Cut-Off Time. The system will take into account the transit days, so the next step is to configure these ( the difference between the ship day and the delivery day). This difference varies per carrier and can be entered from the Days of Service tab in the Transit Days column.
Set a Customer’s GPM
You can set up the GPM to calculate a suggested sales price for a particular customer on E-commerce.
To set up the GPM for a customer's account, do the following instructions:
Go to Setup > Customers
Search for the customer account under the Actions column and select Edit.
Under the Setup tab, click on the link: "Advanced".
Under the E-commerce Settings, enter the GPM percentage and click on Save.
E-Commerce Markup
The system will apply the e-commerce markup after having considered the limit price. The order for calculating the final price is the next:
Product
Price B markup. Sell fast markup.
Price
E-commerce Markup.
FOB-Fuel Surcharge.
.
Price B markup
.
E-commerce
Limit Price Consideration.
E-commerce Markup.
FOB-Fuel Surcharge.
Final price calculation.
Keep in mind that the E-commerce
Warning: This option will only be available if the Allow to choose Inventory Type option is enabled.Display Inventory Type
This option allows you to restrict the type of inventory that should be displayed for the customer on the E-commerce. You will be able to select several inventory types. By leaving the field empty, the customer will be able to see all the inventory types. This option shall be subject to the E-commerce Settings for the company or location, meaning that if the option Hide On Hand Inventory is enabled, for example, the system will not display On Hand inventory, even if you enter On Hand in this setting.
| Info |
|---|
This option will only be available if the Allow to Choose Inventory Type option is enabled. |
Assign a Customer’s Main Location
For companies with multiple locations, it's possible to designate a Main Location for each customer. This allows for easy filtering when searching for customers associated with a specific location. This feature is applicable when creating Standing Orders, Prebooks, Standalone PO, and invoices.
To assign a customer’s main location, do the following instructions:
Go to Setup > Customers.
Search for the customer account from the Actions column and select Edit.
Under the Setup tab, click on the "Advanced" link.
Click on the Main Location field and select the location that you want to assign as the main location for that specific customer.
| Info |
|---|
To ensure that only customers associated with a Main Location are displayed by default when creating Prebooks, invoices, or POs standalone, you can activate the corresponding setting option in the /wiki/spaces/KB/pages/3332457. Additionally, there is a filter option available in the Customer Settings that enables the search for customers with the same main location associated on A/R - Aging/Statements, A/R - Open Invoices, Automatic Additional Charges, and Assign a Price |
The location selected as the main location will appear on the following Excel reports:
A /R >> Aging Statements>>Aging Details Report - Excel
A /R >> Aging Statements>>Export to Excel
A /R >> Payment History>>Payment History - Excel
A /R >> Payment History>>Payment Details - Excel
A /R >> Payment History>>Discounts Report - Excel
A /R >> Open Invoices>>Export to Excel
Order Entry >> Credit Summary>>Export to Excel
Setup >> Customers>>Export to Excel
| Filter by label (Content by label) | ||||||||
|---|---|---|---|---|---|---|---|---|
|