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UPC Pull Date Options per Customer

UPC Pull Date Options per Customer

Aug 26, 2026

Overview

 

 The UPC Pull Date information can be setup for Mass Market Customers.

 

Instructions

  1.  Go to Setup > Customers.

  2.  Search for the customer account, then go under the Actions column and select Edit.

  3.   The "Customer Information" window will pop-up. 

  4.  Under the Setup tab, click on the link: "Advanced".

  5.  There are three available 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.

    • "Default Pull Date Days": This field is used to set the number of days, after the truck date for the Pull Date field has been set. When the UPC information is specified, this will only apply for Prebooks.

    • "Pull Date Format": This option allows you to specify the format that is used to create the pull date when the UPC information is required.

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