The default number of collated invoice copies that will print. This can also be set by customer in the Customer Master > General tab > # of Invoice Copies.
The default number of point of sale order copies that will print.
The default number of shipment confirmation copies that will print.
By Queue #, the default number of sales order copies that will print.
Choose the number of signatures accepted, depending on your organizations requirements.
The number of units of the product purchased and shipped from the warehouse over the last 12 months.
The number of hits on the product over the last 12 months.
The number of units of the product that the warehouse held over the last 12 months.
The primary person to call when discussing invoices or statements. Create the A/R Contact on the Contacts page of the Customer Master. Under Contact Information>Send Option, choose Accounting. You can then specify this person on the Customer Master>Setup page.
The name and phone number of the primary accounts receivable contact for this customer. View or add more contacts on the Contacts tab.
A discount percentage to apply as an A/R Terms Discount, overriding the discount specified by the A/R Terms. If no discount should be awarded, type 0 (zero). Note: The override will only going into effect on Terms Codes that have been marked to "Apply Product Discount". This can be configured under File>Customer>Terms.
Type the nine-digit number that identifies the financial institution. If this account will not be used for producing checks, you can type a “dummy” number in this field.
Type the account number assigned by the bank. If this account will not be used for producing checks, you can type a “dummy” number in this field.
Generates the statement on Sales for a specific accounting period: Select This Year or Prior Year, and Add Periods as desired.
The current balances of the customer's account. This total includes the order balance, credit limit balance, and total A/R balance, as well as the open balances that are 0-30, 31-60, and 61+ days overdue. These numbers will appear in red if the customer has exceeded their credit limit, or if any of the amounts exceed the set Open Invoice Number of Days for the customer. You can change the credit limit and number of days in the Customer Master, under the Credit tab.
The warehouse street Address, Second Line, City, State, and Zip Code.
The adjusted quantity, which is the difference between the current on hand and the new on hand value. For example, if there are 10 items currently on hand, and 3 is entered as the adjustment, the new on hand is 13.
The administration charge that will apply to consignment merchandise from the vendor.
If you are an Afflink member using the Afflink web order module or submitting monthly GPO reports, you can choose to integrate those features with Inform. Integration is subject to a setup fee and monthly subscription. For more information on integrating with Afflink, please contact DDI Customer Care (203.364.1200 or firstname.lastname@example.org).
Your unpaid invoices separated into aging buckets. Click to alternate between a pie chart and a list.
Whether this miscellaneous charge program should apply to all customers. If not, you can assign this program to individual customers using the Customer Master.
Allows the General Ledger accounts listed on this page to be posted to A/P invoice entry, A/P Non Vendor Check, and A/R Cash Receipts. Select this option if you need these accounts for vendor invoices and cash receipt adjustments. If cleared, users will not be able to select the accounts listed here in those areas of Inform. The option is intended to prevent undesired transactions from accidentally posting to these accounts.
The price for a single unit of the product. For a sale, this is the price set by your company. For a purchase, this is the price set by the vendor.
Calculates discount amounts by products and applies those discounts as part of the terms. Configure the discount percent File>Product>Master: General, A/R Invoice Discount.
Whether to apply miscellaneous charges to shipment cycles.
Includes the area code when dialing the specified fax number.
Automatically marks any invoice with these terms as paid. This option may be helpful for cash customers.
Includes orders with this Ship Via in the Automatic Backorder Release process when it is run.
Allows backordered products to be released to the customer automatically.
Automatically releases backordered products to the customer as soon as they are received.
Enables Automatic Backorder Release for this branch. This process checks current merchandise levels against orders with backordered products and prints pick tickets for any items that can now be shipped. This process is run from the Sales menu (Sales > Order > Automatic Backorder Release) and can be set to run automatically at a specified time each day.
Creates and assigns a serial number to the assembly upon save.
Automatically updates margin pricing when you perform a Customer Margin Price Update.
Enter the miscellaneous charge amount from the "S/O Miscellaneous Charge Programs" in the Customer Master into the Misc Charge field on the Final tab of the Sales Order. If cleared, a Miscellaneous Charge will never be automatically applied to orders assigned to this Ship Via. This feature is commonly used to apply delivery or fuel surcharges automatically via the Miscellaneous Charge Program. In such a setup, this setting is enabled on Delivery shipping methods, but not Pickup/Will Call or Third Party shipping methods.
Prompts SD Sheets to print when orders for this customer are ship confirmed. All available SD Sheets will be listed for products on the order. SDS will default to print based on the date that the sheet was updated compared to the last date that the customer purchased the item. SDS must be linked to products through the Product Master to print at Shipping Confirmation.
Automatically generates a Purchase Order request when an item is backordered on a Sales Order.
Emails a the shipment confirmation upon Save to the first available email address found from in the following hierarchy: Order By Contact > Ship To Contact > Accounting Contact > Customer. The email includes a PDF copy of the confirmation as well as tracking numbers.
Select what type of orders will be placed in the billing batch to be invoiced: 1) Open Sales Order: will bill any open sales orders, before they have been completed. 2) Ship Confirmed or Signed: will bill only orders that have already been ship confirmed or signed for. 3) None: will bill nothing (all orders will need to be billed manually). 4) Signed Only: will bill orders that have a signature.
Available. The quantity of substitute product available for purchase.
The quantity of inventory of this product available for future sales orders.
The quantity of the component available in the selected warehouse.
Backordered. The quantity of product currently on backorder to fulfill the sales order.
Allows back orders. If cleared, the Sales Orders display a warning that the customer does not accept back orders. However, if the Company Master setting "Invoice Update cancel B/O based on Customer flag" is enabled, then clearing this option will cancel back orders rather than display the warning message.
By Queue #, the default printer for backorder release tickets for this branch. You must specify this printer if you are using Automatic Backorder Release.
By Queue #, the default printer for the backorder release report that will print when Automatic Backorder Release is run for this branch.
The quantity of product in the selected warehouse, adjusted to account for the transaction.
The quantity of product that will be remaining after you build the kit.
The quantity of product that you are still waiting to receive from the purchase order.
Type $0 and a date immediately before the first posting to the account. Using a non-zero value could cause reconciliation difficulties.
The reference code and name of the default G/L Bank Account for cash and checks received by the branch. All bank transactions will post to this account instead of the bank listed in the G/L Control Table.
Type the name of the bank and/or G/L account. If you have multiple accounts with the same institution, it may be helpful to identify the type of account.
What the commission calculations are based upon, either Paid Invoices, which calculates sales orders whose invoices had been paid in full; or Sales, which calculates based on completed sales orders, regardless of their payment status.
Whether the miscellaneous charge program should be based on the shipping method for the order. In the Ship Via setup (File > Company > Ship Via) select the option "Auto Misc Charge".
The branch to which vendors will send bills for purchase orders received from this branch. The Bill-To branch information will print on all Purchase Orders sent from this branch.
Forecasted reorder quantities will round up to the nearest interval. For example, a product has a box quantity of 6. If the suggested reorder quantity is 4, then Inform will round up and suggest a reorder quantity of 6. If the suggested reorder quantity is 7, Inform rounds up to a suggested reorder of 12.
The box quantity for the product when ordered from the vendor. This is the multiple that the vendor requires you to order in, based on the Purchasing Unit of Measure. For example, if your Purchasing UOM is CS and the vendor's box quantity is 12, the Projected Purchase Order will recommend that you order in multiples of 12. If the system calculates that you need 13 CS, it will prompt you to order 24 CS. This overrides the Box Quantity set for the product under the Purchasing tab.
The Branch option for Banks is reserved for multi-branch companies using a distinct account for each branch. Single branch companies may enter a branch or leave it blank.
The default branch of your company that will manage sales to this customer.
The default branch of your company that will manage sales to this ship to location.
Filters the sales commission formula results to only those that apply to the selected branch. To include all branches, leave this box blank.
The branch from which the commission of gross profit information will be calculated.
The reference code of the branch from which the order was placed.
The reference code of the branch from which the order was placed.
The code of the branch in which the work order was created. To open branch details, click the link.
The branch in which the warranty is valid. Leave blank to include all branches.
The branch that is placing the Kit Production Work Order. The branch determines the Warehouse to which the kit defaults. By default, the branch will be the same as the one you are currently logged into.
The two-digit suffix that will identify General Ledger accounts that the branch posts to. Entering a G/L Suffix will automatically create separate subaccounts for this branch for each type of transaction. Do not modify this field without first consulting a Customer Care representative.
Determines which tax code to use if the pick up Ship Via code has multiple tax codes assigned to it. This data is used in conjunction with the Branch Tax tab in the Ship Via screen (File > Company > Ship Via). If no value is set for the ship-to, the system defaults to this setting.
Determines which tax code to use if the pick up Ship Via code has multiple tax codes assigned to it. This data is used in conjunction with the Branch Tax tab in the Ship Via screen (File > Company > Ship Via). If no value is set for the ship-to, the system defaults to the selection on the Credit tab of the Setup page on the Customer Master.
By Queue #, the default printer for this branch. If a document type isn't assigned to a different printer, it will print here.
The branch codes associated with the truck. If you associate a branch, then the truck will appear on manifests for only those branches you select. Leave blank to make the truck available to all branches.
Allows cases of product to be broken up to meet the inventory transfer requirements.
Allows cases of product to be broken up to meet the inventory transfer requirements.
The buy line to which the product is assigned. Buy lines group products for purchasing from vendors.
The reference code and name of the specific buy line that the formula will apply to. If the formula applies to all buy lines, leave this box blank.
Optional. The warehouse buy zone. These buy zones allow you to group warehouses so that you can analyze demand and inventory on a group of warehouses rather than one at a time or all at once. Set up buy zones from File>Company>Warehouse Buy Zone.
The initials of the employee who entered the purchase order.
Select the users or groups of authorized buyers for the products associated with this product line. You may select one or more buyers by selecting the check boxes beside their names.
Filters forecast results so each purchaser sees only his own vendors. Typically used when there are multiple purchasing agents and each is responsible for certain vendors or product lines.
The raw or true cost of the product from the vendor. This cost may also be referred to as the end of stock cost. This cost is user-controlled. It may be changed through Product Import, manual changes on the Main page of the Product Master, increasing it by a percent on the Price Change page, or using a Price Rollup to recalculate automatically based on another cost field.
The weighted average based on the value of current inventory against newly received inventory (updated at the time of receiving).
The weighted average (by default) with the addition of inbound freight. Freight is distributed based on dollar amount of received merchandise, though this can be changed to distribute based on volume. This cost is updated upon AP invoice entry. It can be set to calculate based on a weighted average cost or on the last P/O cost. File>Company>Master: Update Landed Cost as Weighted (A)verage or (L)ast. It can also be set to update when the product is received, before the vendor's invoice is entered, since freight can be entered during the receiving process. File>Company>Master: Update Landed Cost in P/O Receipts w/o AP Invoice.
The selling cost that reflects the additional costs involved with warehousing the product. Can optionally be made visible to order writers while hiding all other cost fields. Note that although typically used for Supplier Cost, C4 is user-defined just like C6 and C7. You can name it from File>Company>Master: User Defined Label for Cost Column C4.
The cost of the product on the last purchase order (last received cost regardless of vendor). Use the Vendors tab in the Product Master to view last cost for each specific vendor. This cost is updated at receiving.
Allows you to set a specific date range for Sales reports. Select the Start Date and End Date.
Select this option to zero any open backorder quantities when the order is invoiced. The order's first shipment and invoicing will mark it as a completed order. Any open quantities that you still want to fill will need to be entered on a new order.
The total capacity of the truck, which may be in pounds or cubic feet, depending on your preference. Make sure you note the unit of measure in Notes.
The website address of the freight carrier. This enables an option to enter a tracking number during Shipment Confirmation. This tracking number is accessible on the Status tab of the Sales Order.
The product description as it will appear in your catalog.
If you are integrating with the J&M Catalog, then this is the page number on which the product appears in that catalog. Not used for any other products.
If you are integrating with the J&M Catalog, then this is the section code for the catalog. Not used for any other products, but required if you are using the J&M Catalog. It is typically a 3-letter manufacturer's code. If you leave it blank, then the product will be excluded from the catalog.
The pricing category for the location. Leave blank to use the default category from the General tab on the Setup page of the Customer Master.
Groups vendors by the type of products purchased from them. Add new categories from File>Vendor>Categories.
Certification Code. An alphanumeric code that allows select customers to place orders for the item. To order, a customers must have the code specified on their Customer Master, under the General tab. Customers who are not approved to order the item will receive an error message when they add the product to a Sales Order. Each product can have a single Certification Code. This code does not print on any documents and does not display during the Sales Order entry process, unless an unapproved customer attempts to order the item. The Certification Code may also be entered through Mass Change.
The miscellaneous charge amount expressed as a dollar value or percent markup of the order total. Select $ or % from the drop down list, and then type a corresponding number in the field to the right (up to two decimal places). For example, for a fifteen dollar delivery charge, select $ from the drop down and enter 15.00 in the field to the right. For a finance charge of eight percent, select % from the drop down menu and enter 8.00.
For Hand Checks, type the check number or payment receipt number. Batch and Individual checks will use the next available check number in the system.
Prints the bank account number on checks. Select this option for check printers only.
By Queue #, the default printer for checks printed from this branch.
The reference code for the claim. The code will be assigned once the claim is saved.
Removes the default Salesman from sales orders with this Ship Via, thereby forcing the user to manually enter a salesman.
Committed. Whether the quantity of product is committed to the sales order. Orders entered in advanced may not have their quantities committed yet.
Committed. The total quantity of the substitute product committed to or staged for a sales order.
Committed. The total quantity of product committed to or staged for a sales order. Hover over the Committed box to see the breakdown of how many On Sales Order, On Transfer Out, and On Work Order.
The default percentage of the product price that the customer will receive as part of a co-op. This percent applies only to products marked "Co-Op Eligible" in the Product Master. You can configure different co-op percents per product in the Price Matrix.
A percentage of this products sales will go to customers who are part of the Co-op rewards program as a company credit.
Collates multiple copies of the printed document, which keeps entire copies together, rather than printing all page 1s, then all page 2s, etc.
The commission percent that your salesperson will receive on their Salesman Commission Statement.
If you calculate salesman commission on a product basis, this option determines how that commission is calculated: Yes-salesman receives commission; No-salesman does not receive commission; or Split-split the commission between 2 or more salesmen.
The name of the person who completes the work order. by default, this will be the same as the person who entered the work order if File>Company Master setting "Auto Update & Complete Work Orders for Kit Production" is set to Yes.
Who to notify of the list of products that were not received by their confirmed PO Delivery Date or that have been unreceived. This list is generated nightly.
The vendor that the product is consigned to. Set up consignment vendors under File>Vendor>Master: Setup, Consignment/MFG Rep.
The name of the consignment vendor you want to assign to this branch.
The consignment vendor to which the product is assigned, if applicable.
A price contract's reference code. If you set a price formula at the price contract level, then that formula applies to all customers assigned to that contract.
Prints each contract on an individual page in the report.
The adjustment cost for the item. This column displays only if you have set a value (ex. C2) for the Inventory Adjustment Cost Column setting in the Company Master. If no price was entered for the adjustment cost in the Product Master, this cell will be blank.
The cost column for each product that will be used to calculate the value of the inventory.
The general ledger account to which the cost of good transactions will be posted for products in this product line.
The reference code and name of the default Cost of Goods Sold G/L Account for transactions for the branch.
The year during which the customer filed a credit application with your company. This year also prints on your customer's credit reference letters as the year that the account was opened. If it is left blank for a customer with an account, the customer's entry date is used.
The maximum dollar amount of credit allowed to the customer. During Sales Order Entry, the customer's Credit Limit Balance (positive or negative) displays on the Accounts Receivable tab (lower right corner of the Header tab).
The maximum dollar amount of credit allowed to the customer. During Sales Order Entry, the customer's Credit Limit Balance (positive or negative) displays on the Accounts Receivable tab (lower right corner of the Header tab). To set no credit limit, leave this option blank. If all Ship to Credit Limits are blank, then the value from the Credit tab of the Setup page on the Customer Master is used.
Enables you to configure credit limits for individual Ship To location. Once this is set, open each Ship To and type a dollar amount into the Credit Limit box, Ship-To credit limits default to $0.
The initials of the credit manager responsible for the customer's account.
Whether to notify, and if so, who to notify of products that have dropped below reorder point. This notification runs once per day as scheduled in the Phantom Monitor.
If the vendor uses a difference currency than yours, then specify that currency code here. For example, if you are in the U.S and purchasing from a Canadian company that uses the Canadian dollar, than you would type the code CAD here. Inform will convert vendor purchase orders and invoices to your currency.
Requires a customer purchase order number on all sales orders for the customer.
Filters the list to formulas that apply only when selling to the specific customer you specify here. To apply the formula to all customers, leave this box blank.
The name of the customer for whom the sales order was placed.
Prints this customer number on all the product labels.
A customer category's reference code. If you set a price formula by customer category, it is applied to all customers within that category.
An individual customer's code. A price formula set by customer number applies only when that customer makes a purchase. You may further narrow down the application of the price formula by ship to.
A document that includes items from the Customer's Order Pad with the Last Sale Date and Current Price (optional) for each item, and a blank space for the customer to enter a reorder quantity.
The purchase order number used by the customer to identify the sales order.
A form that includes the Last Sale Date and Quantity, Current Price, Pricing Method, Gross Profit Percent, and Year-to-Date Quantity for each product on an Order Pad. A user must have permission to see cost and gross profit to print this form.
A form that includes the Product, Current Price, and Future Price (if applicable).
The cutoff billing date for the vendor with prox terms. When applicable, this date overrides the prox discount date.
Which shipment the invoice pertains to; the first shipment is 00, with each successive shipment numbered sequentially
Groups products based on their turn cycles. This option is used for manual cycle counting only: create your cycle count groups under File>Product>Cycle Count Group.
The date on which the work order was entered for the kit production. For new work orders, Inform automatically populates the current date. To change the date, choose a new one from the drop down calendar.
Whether to search by a calendar date range or an Accounting Period. If you choose period, type it as MMYY.
The day of the month on which payment is due. If you specify 31 or higher, payment is due on the last day of the month.
Selecting any of the default fields removes the need to add this data to your spreadsheet. For example, selecting a Product Line would set all price/cost formulas and amounts to be applied to that Product Line, without having to map the Product Line column. If you wish to update multiple product lines at the same time, this setting should not be used. Note that Customer Price Overrides for Price Contracts must use the field mappings and not the default fields.
Optional. A printer to override the B/O Release Printer set up for the branch (File > Company > Branch: Printers). The printer you select here will be used for released backorders, any processes that print stock transfers automatically, and orders spawned by the warehouse. Note: If you leave this field blank, printers will be determined by the Branch. If a Warehouse printer is set, it must be set for all warehouses (as Branch printers are ignored once Warehouse printers are in use).
Sets printing options for all products at once instead of individually.
Includes orders with this Ship Via on the Truck Manifest; therefore, enable it for all Delivery shipping methods and potentially Third Party shipping methods.
The name of the default printer for delivery warehouse pick tickets related to sales orders entered from this branch.
The Demand Trend is calculated by comparing the most recent completed months. This number indicates that the demand for a product is on an upward or downward trajectory.
A brief description of the miscellaneous charge program, such as "Delivery Charge." The description is visible when assigning charge programs to customers.
Additional details about the order type to help define it. This description will appear throughout Inform.
(Required) A description of the Ship Via. This description will appear along with the code anywhere you select a Ship Via. Up to 30 alphanumeric characters.
The description of the kit being built in this work order.
A detailed description of the product. Appears on Sales and Purchase Orders.
An alphanumeric description of the product line. It is intended to help define the types of products that will be included in the line, such as "Tile." Use up to 30 characters.
Type a brief description of the contract, usually referring to the customers and/or the vendor covered under it.
The amount of information included in the report: Detail includes commission details for each product sold; and Summary includes the total amount of the commission for each sale.
The level of of information included in the report. Detail - includes information regarding warehouse location and value by product. Summary - includes information regarding value by product with totals.
The device ID of the ePod that will be used to capture signatures for deliveries made from this truck.
The general ledger account to which the cost of goods for direct ship transactions will be posted for products in this product line.
The general ledger account to which direct shipping sales transactions will be posted for products in this product line.
Selects "Disable Lead Time" on all purchase orders from this vendor. Note that this is the lead time on the products; not the lead time days of the vendor.
Prevents the price of the product from update based on the current margin when there is a cost increase. Pricing for this product will be maintained manually.
Limits large remittances to a single check stub. When a check is paying more than 10 A/P invoices, the stub will print the total number of paid invoices, rather than listing each invoice number on multiple pages of check forms.
Disable Sales Order Cost Change. Prevents users from changing the cost of the product during sales order entry, regardless of the user's access level.
Use with the Kit Production option to allow the components that make up a kit production to be added to inventory upon receiving the kit item. Costs are distributed to the components based on your own predetermined percentage. Selecting this option adds a column to enter the cost percentage per component.
Discount Date. A discount is available only if the invoice is paid by a certain date.
The date by which an invoice must be paid in full to receive a discount.
The discount percentage that will be applied should payment be made in full by the discount days or date terms. If you don't want to offer a discount, type 0.
The percentage discount that the vendor applied to the product, if any.
The number of days after the original invoice date that the payer is eligible for a discount, if they complete payment by that date. For example, entering 10 in this field would give the customer 10 days to submit payment and receive a discount. After 10 days, the customer would pay invoice in full. If no discount, leave this field at 1. If there is a 0 discount, then set the Net days to equal the Discount Days.
The default unit of measure that will appears with the product. For example, EA denotes each, BX denotes box, etc. The Unit of Measure amounts can be changed by clicking the "Setup" button.
If applicable, the reference code and name of the default Division for the branch. Divisions can be used for financial and analytical reporting.
The specific division in which you want to locate warranties. To search all divisions or if you do not use divisions, leave this field blank.
The alphanumeric reference code for the hazmat entry. Up to 7 characters.
The identification number of the hazardous material, as designated by the DOT.
The reference code and name of the default Cost of Goods Sold G\L Account for drop ship transactions for the branch.
Who to notify when a drop shipment purchase order has been created.
The reference code and name of the default G\L Account for drop ships orders for the branch.
Electronic Data Interchange Number: a reference number for sending and receiving orders electronically. EDI integrations are custom integrations and require consultation with DDI to enable. If you are interested in using an EDI service, please contact DDI Customer Care at 203.364.1200 or email@example.com.
The vendor's EDI Number for sending purchase orders electronically.
The date on which the customer began using the EDI interface. Enter this date at the same time as the customer's EDI Number.
Choose the date on which the contract becomes effective. MM/DD/YYYY
The first date on which the price formula will be used.
Entered By. The initials of the user who submitted the work order.
Specify chain discount percent amounts, separated by slashes. For example, 15/10/2-5 means take 15% off total, n 10% off that, then 5% off that total twice. When you specify these amounts, the system calculates the corresponding amounts and enters them into the table for you. Press the Tab key after entering this value.
Calculate your desired gross profit percent for the sale, based on the markup percentage. For example, if you want to make a gross profit of 25"%, type 33.33 into this box. This number should be entered as a whole percent, not a decimal value (i.e. 25 for 25%, not .25). When you enter your desired gross profit, the system calculates the correct discount and enters in into the Amount box. Press the Tab key after entering this value.
Calculate the amount based on a multiplier. For example, if you want to make 3 times the cost, type 3, and the system will calculate a 200% markup. Press the Tab key after entering this value.
The system initials of the user who entered the claim.
Estimated Delivery Date. The date on which you expect to receive product from the vendor.
Show only current contracts on the report, excluding those that have expired and those that have future dates
Expiration Date. The date on which the materials within the lot will expire.
The date on which you expect to receive the purchase order shipment from the vendor.
The date on which the product on the linked purchase order is expected for delivery. Only applicable on transfers with purchase orders.
The General Ledger Expense account number for purchases from this vendor.
Choose the date on which the contract will no longer be used and pricing will revert to the default settings. MM/DD/YYYY
The last date on which the formula may be used for purchases. After this date, default pricing takes effect, unless any other pricing formulas are still valid.
Extended Cost. The Cost (adjustment cost) for the item multiplied by the Extended Quantity. If no price was entered for the adjustment cost in the Product Master, this cell will be blank.
The reference code for the failure reason. This code may consist of letters, numbers, and symbols.
The FedEx Account Number that is associated with the customer.
The FedEx Account Number linked to this specific ship to location.
The percent of the FedEx charge added as a surcharge. For example, a $10 FedEx charge with a value of "2" as the FedEx Surcharge will result in a total freight charge of $10.20.
First In First Out cost. Click the hyperlink to reveal the inventory transactions that make up this cost.
Select the file location of the spreadsheet to be uploaded. It must be in either Comma Separated Value (.csv) or Tab Delimited Text file (.txt). If the file is currently in the Microsoft Excel format, open the file in Excel, select Save As, and choose Other Formats. Select the CSV format.
Notifies the sales order Writer when the order is released via Automatic Backorder Release.
The commission percent that will be used on invoices from this vendor.
The default finance charge percentage to be applied to the customer's overdue payments.
The default finance charge percentage to be applied to the customer's overdue payments for this ship to location. Leave blank to use the default from the Credit tab on the Setup page of the Customer Master.
Rounds each warehouse purchase quantity to the nearest box quantity. Use this feature in conjunction with Projected Purchase Order, found on the Purchasing>Forecast menu.
The reason that the Projected Purchase Order excludes this product on the inventory. For example, due to Recurring or Sporadic demand.
The freight class required to ship products with this hazmat classification.
The minimum dollar amount that must be purchased to avoid freight costs.
The default freight billing terms with the vendor. P) Prepaid-You will prepay all freight charges; B) Collect-freight charges will be paid on a per order basis; c) Prepare and Bill - you may choose when to prepay for freight and when to bill.
The freight terms with the vendor, such as prepaid.
Overrides the customer's default Freight preference to Prepaid for any Ship Via marked as Pickup. This feature is useful when the customer is billed for freight by default, but should not be charged freight when they pick orders up.
From Warehouse. The source warehouse from which product is being taken to transfer to the receiving warehouse.
The General Ledger account relevant to the merchandise received, as well as the amounts posted to those accounts. The total G/L distribution must equal the Gross Amount before you can save the invoice.
A two digit suffix to identify inventory transactions for this warehouse as those that should be posted to the Cost of Goods Sold G/L account created with this suffix. This match allows companies with multiple warehouses to more accurately reconcile their Cost of Goods Sold figures. Assign a suffix to each warehouse except the Drop Ship and Returned Goods warehouses.
A two digit suffix to identify inventory transactions for this warehouse as those that should be posted to the inventory account created with this suffix. This match allows companies with multiple warehouses to more accurately reconcile their Inventory Value Report and Inventory General Ledger values. Assign a suffix to each warehouse except the Drop Ship and Returned Goods warehouses.
The reference code and description of the general ledger account to which the these miscellaneous charges will post.
Choose the General Ledger account to which the tax should be posted. Depending on your company setup, this account may be a general Accounts Payable sales tax account, or you may choose to have individual GL accounts for each tax type.
Gross Margin Return on Investment= (Gross Margin/Average Inventory Cost)/. All figures based on a 12 month rolling period. If an item does not have 12 months of history, this data will not appear.
The total invoice amount, including freight and taxes. This amount must equal the G/L Distribution before you can save the invoice.
The total gross profit in dollars for the period noted. =(Total Merchandise Sales) - (Cost)
The gross profit percent earned on the sales for the period notes. =(Gross Profit Dollars) / (Total Merchandise Sales)
After each Import you perform, you will be prompted to save a template. This will save a copy of your field mappings for future use. If your spreadsheet columns remain in the same format, the next time you load the file you can select your template.
The Department of Transportation's Hazardous Materials code for transporting the product. Add Hazmat codes in File>Product>Hazardous Material - DOT. If the product is not a hazardous material, then leave this box blank.
The DOT designated class for products with this hazmat classification.
Includes hidden products in the report. You can hide products from the order form using the Customer Order Pad.
Requires users to have "high level access" set in the User Master to view or edit this vendor.
The first date from which order history will be returned.
Includes the gross profit percent on each product in the report.
Applies only to customers using the Wireless Warehouse System: Allows you to control how sales orders display in the Job Queue, as an individual order, an entire truck, or excluded entirely.
Select the check boxes beside those users who will receive notifications when a J&M order is placed.
The initials of the user who will be identified as the Order Writer for all J&M Online Orders.
Select the check box if the warehouse is no longer being used. Do so only after all merchandise has been transferred or adjusted out of the warehouse. This option replaces delete, as historical transactions needs to be maintained. Once marked Inactive, a warehouse will be unavailable for selection anywhere else in Inform.
What to do with negative inventory in the report: Yes includes products with negative and positive inventory values; No (default) excludes all products with negative inventory values; Only includes only products with negative inventory values.
The amount of the surcharge on consignment merchandise from this vendor, as well as how the surcharge will be applied-by unit or pallet.
The salesperson's initials. If you select the S/O & P/Q Writer as Salesman check box, then this value must match the initials of the Writer in the User Master.
The date on which the product was originally installed.
Notes that appear on the internal version of the invoice only. Customers will not see these notes.
The general ledger account to which inventory adjustments will be posted for products in this product line.
The general ledger account to which inventory transactions will be posted for products in this product line.
The total current inventory value of the product, based on the Sales Order GP% Cost Column specified under the Pricing/Costing tab in your Company Master. This value may not match the value displayed on your Inventory Value Report if you are using a different cost field.
How the customer will receive invoices. "None" - the customer's invoices will be printed. "Fax" - the customer's invoices will be faxed to the default Accounting contact's fax number. If there is no default Accounting contact, the fax number under the Information tab will be used. Invoices are faxed overnight in a batch with other customer invoices. You can also set a specific time for the invoice to be sent using the Send Invoice @ Time field directly below. "Email" - the customer's invoices will be emailed to the default Accounting contact(s) email address. If there is no default Accounting contact, the email address under the Information tab will be used. Invoices are emailed overnight in a batch with other customer invoices. You can also set a specific time for the invoice to be sent using the Send Invoice @ Time field directly below. "Batch Print Later" - the customer's invoices will be posted when the daily invoicing procedure is run, but will not be printed until a later time. This option is frequently used if you only mail out your invoices on a specific day of the week, but want to post them to the customer's account before then.
The number of copies of the invoice that will print each time an order is invoiced for the customer.
The date on the invoice from the vendor. Not the due date.
The date that the terms will use to calculate the due date and discount date for the invoice. If this date is changed, the due date and discount date will change as well. Your system may be set to use the Billing, Ship, Order or Posting Date in this field. If you would like to change this setting, please contact DDI Customer Care.
Type a message to print on the customer's invoices.
A message that will only appear on the customer's invoice. Like the Special Instructions message (which appears on the Sales Order, Shipment Confirmation, and Truck Manifest), the Invoice Message will print at the top of the invoice, surrounded by asterisks.
A single alphanumeric character appended to the beginning of the invoice number on any invoices sent from this branch.
By Queue #, the default printer for invoices printed from this branch.
If disabled then the B/O Allowed option in the Customer Master functions as expected. If enabled, then clearing B/O Allowed check box will cancel back orders rather than display the warning message.
Select this option for all 1099 vendors such as consultants and service contractors.
The identification information for the job for which the sales order materials are being purchased. This feature is helpful for grouping individual sales orders together under one job for a customer, or a number of customers.
Used for project tracking including activities and costing reports. These are setup in advance of order creation and then assigned during PO entry. You can also search for orders based on Job name. Jobs can be modified in File>Customer>Job.
Type a description of where the tax code applies. For example. "Connecticut Sales Tax" or "New Hampshire non-taxable."
Additional information used for searching this customer. If Inform finds an exact match for the keyword, it will return only customers with that keyword. This keyword is useful if a company changes its name, as you can specify the old name as a keyword and still find it easily.
An additional search element to help you find this ship to location.
An additional keyword to help find the vendor is system searches. If the vendor changes name, then add the previous name as a keyword to help users find it under the old or new name.
The assembly product number of the kit you want to build. If you see an error or cannot find the correct kit, then check the Product Master Assemblies tab for the item and make sure the Kit Production check box is selected.
The name of the kit being built. To view details about the kit assembly, click the hyperlink.
Flags this product assembly as part of a kit. Manage kits in Inventory>Kit Production.
Custom descriptions for the L1-L4 price options. All products in this product line will display these descriptions rather than the defaults from the Company Master. These descriptions appear in the Product Master and the Product Analysis pages.
The selling price or vendor's recommended price of the product. All Pricing fields can be based off of costs (or other price fields) through the Price Rollup Schedule. Price fields are not automatically updated by the system, unless they are set to rollup off of a system-maintained cost field. It may be changed through Product Import, manual changes on the Main page of the Product Master, increasing it by a percent on the Price Change page, or entering a formula or net price through the Price Matrix.
Who to notify when hen a large sales order has been created. The default dollar amount for large orders is $3,000. This can be changed in the Company Master > Sales (tab) > "Email when Sales Order is Greater Than (MD2)". The value should have the dollar amount followed by two zeroes. For example, to set this to $5,000, the Company Master field should be set to 500000.
Select this check box only for laser printers. Leave it cleared for Label Printers.
If you will be printing checks from this bank account, use the last check number printed. The system will use the next number when producing the first check.
The last price that you paid for the product when it was purchased from the vendor.
The date of the last purchase order for the product sent to the vendor.
The date on which the last maintenance or repair service was performed. Add details on the Notes tab.
The number of the last purchase order that you sent to the vendor for the product.
The date of the last sale. If this column is blank, then the product has not been sold since the Data Warehouse was installed.
The number of days required before the merchandise is shipped. Use these lead time days if you are using Truck Routes to schedule deliveries automatically. The lead time days are added to the Order Date to calculate the order Ship Date.
The number of days it takes to receive a product from the vendor. This helps determine a reorder point for critical inventory. Reorder Point Formula = [(Weekly Demand) x (Lead Days in weeks) + (Safety Stock)] For example: [(10 per week) x (2 weeks) +(20% safety stock)] = 24
The number of days it takes to receive an item ordered from the vendor. If set, this value appears in the Projected PO page. Note that this value is manual only; it will not update itself.
The number of characters wide that each label may consume. If there are more characters than the number you specify, they will be moved to the next line on the label.
For business cards that are eligible, the system will generate additional transaction detail to the card holding company for monitoring and tracking purposes. In exchange, card holding companies generally provide lower interchange rates on eligible B2B transactions.
Displays all groupings and the hierarchical level of how they are applied. Lowest numbers are priorities over higher numbers.
The default General Ledger account when entering an invoice for the vendor. Typically, this value is set to an Accounts Payable account.
On the Lines Fill Rate KPI, the total number of line items shipped. This total excludes Back orders, Spawned orders, Drop ships, Non stock, Blanket orders, and any Order quantity less than zero.
On the Lines Fill Rate KPI, the total number of line items ordered.
On the Lines Fill Rate KPI, the Lines Rate is a percent calculated by (Lines Filled/Lines Ordered)*100.
Loaded rebate costs enable you to account for the standard costs for doing business (warehousing, selling) when you are offering rebates. The loaded cost is used on the sales order rather than the rebate cost, thereby offsetting the cost of doing business
The date on which the lot was either created or assigned to the product.
Lot Number. The lot reference number. Typically used to separate your inventory for tracking purposes.
Last Year Current Month Units Sold. The quantity of units of this product sold during the same month last year.
The reference code of the departments that will be notified when an order is released. For example, "EX" means that each time an order is released, notification will be sent to all members of the Executive department. To add multiple departments, separate each reference code with a comma and a space: "EX, AR, AP".
Retains customer sales information in the sales history, which is viewable from Sales>Customer Sales History. This setting is recommended.
The reference code and name of the specific major group that the formula will apply to. If the formula applies to all major products, leave this box blank.
The Major Group with which the product is associated. For example, the product with the description "Tile" might have the Major Group "Floors."
The major price group with which this price group is associated. You can use this feature to create parent price group, and then group related price groups under it.
The name of the manufacturer of the truck, or any other description that you want to provide. This name us used as the name of the truck within your system.
Shipping addresses added on-the-fly during sales order entry. Although not saved to the Customer Master, these may be searched using any information entered for the Ship To.
The ID Code of the product's Safety Data Sheet as well as the effective date of the information contained within. This field is used to determine if the customer requires a new copy of the S.D.S when the product is entered on a Sales Order.
Reports on all current sales commission formulas in the matrix.
The number of days before an open invoice is considered overdue. If you are using the Credit Hold system, this option affects when the customer is placed on Credit Hold. When the customer has an invoice that exceeds this number of days old, any orders that are entered will be placed on Credit Hold. Orders on Credit Hold cannot be printed or shipped until they are released by a user with the proper authority. For example, if the open invoice number of days is set to 30, and the customer has an open invoice that is 31 days old, the account will be placed on Credit Hold.
Maximum Stock Quantity. The highest quantity to keep stocked at all times. If the available inventory falls below this, the product will appear in Projected Purchase Order. This is commonly used for Sporadic items, which do not have a Forecast Formula.
The maximum value of orders that may be placed by this customer over the course of a year. You may optionally choose to "Notify when the annual YTD budget has been reached on the Inform eCommerce tab of the Customer Master Setup page. Note that this option sets the limit only; customers will still be permitted to place orders after their annual budget has been reached.
The dollar limit for orders placed on your eCommerce web site. Orders that exceed this amount will be rejected with a message specifying the dollar value of products that must be removed from the Shopping Cart before the customer will be allowed to check out.
The maximum dollar amount a sales order can reach to avoid the miscellaneous charge. Only orders that go over this dollar amount will include the miscellaneous charge. You can enter either a minimum or maximum dollar amount for miscellaneous charge programs but not both.
The maximum number of weeks worth of inventory that you want to stock in the branch. For example, "52" will ensure that your branch stocks no more than one year's worth of inventory. The amount of inventory will be determined based on the sales history for the product.
The maximum number of weeks worth of inventory that you want to stock in the branch. For example, "52" will ensure that your branch stocks no more than one year's worth of inventory. The amount of inventory will be determined based on the sales history for the product.
The maximum number of weeks worth of inventory that you want to stock in the branch. For example, "52" will ensure that your branch stocks no more than one year's worth of inventory. The amount of inventory will be determined based on the sales history for the product.
(Optional) A numeric code representing the industry that typically manufacturers this product. For example 326199 represents products created by the plastics industry.
Manufacturer Date. The date on which the manufacturer created the product.
The manufacturer's reference number for the product. To print this number on your sales orders, shipping confirmations, and invoice, enable it from File>Company>Master: Print MFG Part Number on S/O & Invoice.
All delivery orders below this amount will be placed on Credit Hold. Delivery status is based off the Ship Via on the Sales Order. Values entered here for the customer will override the Company Master setting.
Minimum Purchase Order Quantity. The vendor's requirement of a minimum quantity that must be reached before the product can be purchased. For example, a product as a Min P/O Qty of 100. If the suggested reorder quantity is 60, then the system will round up and suggest a reorder quantity of 100. Note that this can be used in conjunction with Box Quantities.
Minimum Stock Quantity. The lowest quantity to keep stocked at all times. If the available inventory falls below this minimum, then the product is considered Critical and will appear on the Critical Inventory Report. Note: If higher, this value overrides the system generated Reorder Point, based on demand, lead days, and safety stock.
The minimum total dollar amount of backordered products required for the order to be released.
Used for UPS Worldship Integrations. Specifies the minimum UPS freight amount to be charged to the customer. For example, enter $2.00 here to indicate that the customer will not be charged for freight charges that are less than $2.00. You will absorb that cost.
The minimum gross profit percent for products assigned to this price group. If you leave this value blank, then Inform uses the default Minimum GP% from the Company Master. If an item is added to an order with a lower GP%, then it is added with the message "Below Minimum Gross Profit."
The minimum gross profit percent for products within this product line. If an order includes an item with a lower GP%, then Inform will flag the item as "Below Minimum Gross Profit" within the sales order. If you leave this option blank, then Inform uses the default from the minimum GP% set in the company master.
The minimum dollar amount a sales order must reach for the customer to avoid the miscellaneous charge. Only orders that do not hit this dollar amount will include the miscellaneous charge. You can enter either a minimum or maximum dollar amount for miscellaneous charge programs but not both.
The minimum number of weeks worth of inventory that you want to stock for the branch. For example, a "1" will ensure that your branch is stocked with a minimum of one weeks worth of inventory. The amount of inventory will be determined based on the sales history for the product.
The minimum weight an order must be to become eligible for shipping. This value is for reference only; it has no impact of order fulfillment.
An additional dollar amount charged for the product. Use this charge for handling or other miscellaneous charges.
The reference code of the miscellaneous charge that applies to the program. Miscellaneous charges are created separately on the File>Company>Miscellaneous Charge page.
The three character alphanumeric code assigned to the miscellaneous charge.
For combinations that include Product Line or Price Group, this option allows the price break to be calculated across multiple products that belong to the combination. For example, if there was a price break set to 10% discount on a quantity of 10 items within a specific Product Line, then a customer may purchase any combination of 10 ore more products and receive the 10% discount, as long as all 10 products belong to the same product line.
The number of months of product inventory on hand in the warehouse, based on calculated demand.
Include only the most recent sale of each product in the report.
Month to Date Units Sold. The number of units of the product sold so far this month.
Use multi-shipment, or consolidated invoicing. This process allows you to create a single sales order that you can ship against multiple times. The customer receives one invoice that includes all shipments.
The friendly name of the ship to location. Limited to 30 characters for proper printing on orders and invoices.
The name of the printer as it was saved to your Windows network. It is important that the are no spaces in the printer name.
The number of days after the original invoice date given to pay the net payment in full. After this date, the invoice becomes overdue and incurs finance charges.
The number of labels that will fit across the top of a single page.
The number of sample labels that will print. Use this option to ensure that the sheet is aligned properly before printing all of your labels. Once the labels look good, set this option back to zero and then send your full print job.
The number of lines between the bottom of one label and the top of the next.
The number of registers that process Point of Sale transactions at the branch. This number will be used to help identify Point of Sale Batch Numbers. You can assign default registers to each user under File>Company>User.
The number of spaces between each label, from the left side of one label to the right side of the next label.
The quantity of product backordered on current sales orders.
The quantity of product being drop shipped from vendors.
The total quantity of product on hand, including any that are committed or staged. (Cmttd + Available)
On Order. The quantity of the substitute product currently on order, but not yet shipped.
The quantity of product you are waiting to receive from purchase orders.
The quantity of product you are waiting to receive from future purchase orders.
The inventory quantity on open Sales Orders now and being picked from this lot.
On Stock Transfer. The inventory quantity on current open stock transfers being picked from this lot.
The total quantity of product on hand, excluding picked quantities (On Hand - Picked - Staged). For physical inventory, you can print this On Shelf quantity on the count sheets by setting File>Company>Master: Print On Shelf on Physical Inventory Worksheet to Y.
(Committed On Sales Order)/(Picked): The quantity of product that has been picked for sales orders. The total shown above in the Picked row includes this value.
On Work Order Component. The quantity of product being used to fulfill a Kit Production Work Order. This number is the expected amount to be reduced from inventory upon completion of a Kit Production.
On Work Order Kit. The quantity of kit products on the Work Order. This number is the expected amount to be added to your inventory upon completion of a Kit Production.
Automatically opens the Sales Order screen in Price Quote mode. If you want to enter a Sales Order rather than a quote, you will need to clear the Quote check box on the sales order page.
The sales order number. To open the sales order, click the link.
The purchase order number. To open the purchase order, click the link.
The date on which the purchase order was placed.
The date that the sales order was created. The system will automatically enter the current date for new sales orders. You can also manually enter the date to make any necessary changes. A warning message will display if you enter an order date that is 30 days less than or greater than today's date.
The minimum dollar amount that a purchase order must meet to be accepted.
The type of orders to apply the miscellaneous charge program to: All orders, Sales Orders (on account) or Point of Sales orders.
The default order type that will be entered on this customer's sales orders.
If applicable, the type of order, such as Web, QuickOrder, or Outside sales.
Type or search and select the name of the contact who placed the sales order.
Prints the number you specify here on all payment checks to the vendor, typically, your account number with the vendor. If you don't want to print your account number on checks, then leave this option blank.
The amount of the surcharge on outgoing consignment merchandise, as well as how the surcharge will be applied-by unit or pallet.
Sets the default label quantity to override the quantity orders designated on the sales order, purchase order, or stock transfer.
Allows users to change this salesman when s/he is the default salesperson on an order. Typically, this is not allowed; however, it is useful for the "House" salesman account. For this House account, the person entering the sales order will be allowed to choose any other salesman. The person entering a sales order will not be allowed to change any other salesmen–only House.
The number of the purchase order linked to this transfer, is applicable.
The reference number of the purchase order. Click the link to open it.
The default cost column that will be used in Purchase Orders.
If there is a PO with spending limits attached to this invoice, then those purchase order limits will appear here. P/O Dollar Limits are configured on the Customer Master Setup page, under the P/O Specs tab.
Automatically links each item on a sales order to a purchase order. You can change the links on an item by item basis, or on an order under the Other tab in the Sales Order Screen. You may choose: No Link, Drop Ship, Special Order, Requisition, Transfer.
The reference number of the purchase order for which you want to print product labels. If you do not know the purchase order, click the magnifying glass to search.
Choose which lines you want to include on the printed label: Ordered, which includes all items on the purchase order; or Last Received, which include the items form the most recent stock receipt.
By Queue #, the default printer for purchase orders entered for this branch.
Who to notify when a purchase order requisition has been created (upon saving a sales order). This notification also needs to be enabled within the Company Master > Purchasing / Inventory (tab) > "Suppress P/O Requisition Emails (Y)es/(N)o". Enter a value of N to prevent this notification from being suppressed.
The type of purchase order associated with this invoice, if applicable. Out of stock and new products require special request purchase orders.
The package group specifications for products with this hazmat classification.
The account number of the customer whose part numbers will apply to this customer. This option allows you to store part numbers among multiple customer accounts, making it easy to maintain one large list of part numbers. Part numbers are shared among all of a parent's child accounts.
The account number of the customer whose pricing structure will apply to this customer. You can use this option to group multiple customer accounts together under the same pricing structure. Price Matrix formula prices and quoted prices are automatically shared among all of a parent's child accounts, however each customer account maintains a separate sales history. For this reason, parent pricing does not work well if you are using the customer's Last Price Paid as the default in your Sales Orders. It will only use pricing set in the Price Matrix or on Price Quotes to the parent account, and not the parent account's Sales History, which is where the last paid price is stored.
The Parent Salesman For Commission Matrix allows you to assign commissions from a different salesperson to your current salesperson. If set, commission matrices will be used from the Parent Salesperson only. Any commission matrices set on the current salesperson will be ignored. This is useful if multiple salespeople have the same commission structure, because it enables you to set up and maintain a single Commission Matrix.
The basis of the commission that the salesman receives. Either Company Default: based on the setting in "Salesman Commissions based on Sales/Paid Invoices" on the Pricing and Costing page of the Company Master; or Sales: based on the amount of the customer's sales orders; or Paid Invoices: based on the amount of the customer's paid invoices.
The day of the month on which this vendor's invoices will be paid.
The number of the customer account that will receive your invoices. The system will automatically enter the same customer number. You can use this option to group multiple customer accounts together under a single cash receipts screen by entering a different account number as the parent. The account will then become a child or subaccount, and all Accounts Receivable will accrue to the parent account.
Acknowledges that the customer has a personal guarantee on file with you to back up the credit application. Consider attaching that guarantee on the Attachments tab.
The new on-hand, which is the total number of the product currently in stock. For example, if there are 10 currently on-hand, and 3 is entered as the new physical level, then the new on-hand is 3.
Hides orders with this Ship Via from the Truck Manifest, therefore enable for all Pick Up or Will Call shipping methods.
The total quantity of product picked for ship confirmed sales orders and outbound stock transfers. Hover the mouse over the Picked box to view the quantity breakdown On Sales order and On Transfer Out.
The name of the person who scans the kit production work order using the RF WMS system. This option is visible only if you have Wireless Warehouse.
Designates this customer as Point of Sale only, which is typically used for Fast Customer accounts. This flag limits the customer Status options to Point of Sale, Hold, and Inactive.
The maximum dollar amount in open invoices allowed for the customer (typically higher than the Credit Limit). Once this limit is reached, the system will convert this customer's orders to Point of Sale (without changing the customer's credit status). Use this option in conjunction with the Credit Limit as a way to place a firmer hold on a customer's account without prohibiting sales orders altogether.
The reference code and name of the default G/L account for orders paid by American Express for this branch.
The reference code and name of the default G\L Account for point of sale cash sales for the branch.
The reference code and name of the default G\L Account for point of sale check sales for the branch.
The reference code and name of the default G/L account for orders paid by Discover for this branch.
The number of days before a POS open invoice is considered past due.
A single alphanumeric character appended to the beginning of the reference code on any point of sale transactions for this branch.
By Queue #, the default printer for point of sale orders entered from this branch.
The reference code and name of the default G\L Sales Account for point of sale orders for the branch.
The reference code and name of the default G/L account for orders paid by Visa or Mastercard for this branch.
Who to notify when a POS order is posted to Accounts Receivable with the Post to A/R payment option.
The vendor price for a single unit of the product, based on the purchase order.
The specific price contract controlling the prices of products on this invoice.
The reference code and name of the specific price group that the formula will apply to. If the formula applies to all price groups, leave this box blank.
A price group's reference code. If you set a price formula by price group, then it is applied to all products within that price group.
If the product has a price history of previous prices offered, then this is the date of the price that you want to apply. This option is useful if you want to give the customer an incentive to purchase more product by offering a price break back to last year's pricing if they purchase a minimum amount.
How the customer receives Price Letters: None: letters are not printed or sent. Print: letters are printed. Fax: letters are faxed to the default Sales contact's fax number. If this is not available, then the fax number on the Information page is used. Email: letters are emailed to the default Sales contact. If this is not available, then the email on the Information page is used. You can override this default when you generate the letters by selecting the "Print (Bypass Customer Options)" check box on Customer Contract Price Letters. Sales>Pricing>Customer Contract Price Letters.
An additional markup over the price matrix price.
Includes only contracts with net prices on the report, excluding those with rebates.
Rounds to the nearest decimal on the extended price of the products assigned to the price group. If the Price Rounding Decimal is set to "99," and the extended value of a price on a sales order is $5.75, then the value will be rounded up to $5.99. Note that this setting always rounds up, except for when "0" is entered. When 0 is entered, the value will round up or down to zero depending on the extended value of a product (less than .50 or less rounds down; .51 or more rounds up)
Sets the decimal value by which Inform rounds the price of an item up to the next dollar. For example, if the price of the item is 12.01, and you specify 99 as the Price Rounding Decimal, then the customer purchase price will be 12.99.
A reference number imported from the Trade Service pricing service. This information is relevant only if you ware integrating with Trade Service.
The default unit of measure used to set the price of the product. For example, EA denotes each, meaning that the price set refers to each individual product. BX denotes that the price set refers to a box of the product.
The product's pricing service number. This option is applicable only if you are integrating with the third party pricing service, "Trade Service." You will also need to set options on the General page.
Used by the third party pricing service, "Trade Service." Use this option to group items based on how you want their pricing to be updated by Trade Service. For example, you can configure one group of items to update List Price while another updates Cost.
The primary bin location where the product is stored in the warehouse. Assign bin locations on the Bins tab of the Product Master.
The Primary Vendor for the product. The formula applies only when the selected vendor is listed as the primary vendor for the product that is sold. It does not apply if the vendor is the secondary vendor.
Prints the backorder release pick tickets for orders with this Ship Via when the Automatic Backorder Release is run. If you do not want these pick tickets to print automatically, clear this option and use the Automatic Backorder Release Report (which prints automatically after the tickets) to manually print these orders.
Prints a customer copy for all invoices.
Prints the customer specific part numbers on the product labels. Enabled only if a customer is selected.
Whether to require that a file copy of each invoice be printed before a customer copy can be issued. To require a file copy of just those invoices with exceptions, select Exceptions Only from the drop down.
Automatically prints, faxes, or emails an invoice to the customer during the invoicing process, depending on their Customer Master configuration. Clear this box if Sales Orders with this terms code should not have an invoice sent during the invoicing process.
Available only if you have selected FIFO Cost for the Cost Column. Select this check box to show the cost of inventory per receiving. The system provides the purchase cost (plus freight)or Landed Cost C3 for converted products (not received or adjusted in the system). If there are no converted products (type "NA"), the system uses the C5 cost (assuming there is no C3 cost).
Includes the company logo on print-outs. Leave cleared for label printers.
Includes each product within the assembly individually on the sales order and ship confirmation, including both the quantity and the bin location of these components. This information does not print on the customer invoice.
Print Options apply to the Customer Order Form only. It determines the information to print on the form: -Prices - displays the current price for each item.-Stock Minimum Qtys - shows the products minimum stock quantity and the current quantity on order.-None - default Customer Order Form without pricing or minimum stock quantities.
Determines if pricing should print on the Shipment Confirmation. This document is used as a packing slip. Prices are often hidden because corrections may still be made before invoicing or sensitive pricing should not be shared. It should be reserved for the billing department who handles the invoice. Note that if you set this option differently than you set the "Print Price on S/O" option, be sure that the "Default Print Prices in S/C" in the Company Master (under the Sales tab), is set to "N". Otherwise it may carry over the setting from the "Print Price on S/O" field.
Prints prices on customer sales orders by default. You may modify this setting on an individual sales order before printing.
Prints the Quote Description for the product on quotes instead of the product description. Products without a Quote Description entered will have the Product Description printed.
Select this option to include information that will help you reconcile any discrepancy between your Inventory Value Report and your General Ledger Inventory figure. It includes your Inventory G/L value, Uninvoiced P/O's, Negative Inventory, and Average Cost Variance figures. Choose whether to print the summary for the current or previous period.
Prints the Sales Orders without the products to be picked.
Prints the customer's ship to address as the bill to address on sales documents. Select for locations that handle their own billing.
For customers assigned these terms, includes term details on their customer printed statements. You will typically enable this feature, except for terms such as C.O.D customers.
Prints the customer's payment terms on the A/R invoice that you send to the vendor
For Canadian customers with U.S. dollar specific accounts, select this option to print US Funds.
Includes information on products that have a zero on hand quantity.
The reference code and name of the specific product that the formula will apply to. If the formula applies to all products, leave this box blank.
The number of the product that may be purchased as a substitute for the current product. To open the product, click the link.
Allows the customer to purchase those items with the Product Certification Codes listed here (separated by commas). These alphanumeric codes correspond to those entered for a specific item on the Product Master.
The vendor's description for the product. This description will display on your Purchase Orders to the vendor. It will not display on Sales Orders or customer invoices.
If you are printing product barcode labels automatically when you receive the product, choose the label size here. Make sure that you configure the label printer in the Branch Master>Printers.
The reference code and name of the specific product lines that the formula will apply to. If the formula applies to all product lines, leave this box blank.
Includes only products from the product line you choose here.
A product line's reference code. If you set a price formula by product line, then it is applied to all products within that product line.
Inserts a page break after each product line, forcing each one to a new page.
Applies miscellaneous charges to orders or quotes based on product line. Customers to whom you assign this program will incur miscellaneous charges only when they purchase items from the product lines listed. The charge amount is calculated based on the quantity shipped. For example, if the miscellaneous charge amount is $20, and the quantity shipped is 5, a total miscellaneous charge amount of $100 will apply. Similarly, the miscellaneous charge applied to price quotes is based on the quantity ordered. If the Charge Amount is set to %, the system calculates the miscellaneous charge based on the extended shipping amount. Click Add Product Line, and then enter or select a product line from the list
A product's reference code. If you set a price formula by product number, then it is applied only when that product is purchased.
The tax group to which the product is assigned. Use this option in conjunction with the Customer Tax Matrix. Create tax groups in File>Product>Product Tax Group.
The ranking of the products that will automatically be replenished. These are usually your A, B, and sometimes C ranked products. D ranked products are the bottom 1% of your sales orders, X ranked products haven't sold in the past 12 months, and N ranked products are new items (added within the past 12 months) that do not have a sales history yet.
The three character alphanumeric reference code identifying this miscellaneous charge program.
The number of times per year that you order from the vendor.
Promised Date. The date you promised the customer to complete the order.
Enables the Prox Terms options rather than the default Net Terms. Prox terms require payment in the month following the invoice. If you choose Prox Terms, you must set the number of days in the prox (30, 60, 90) the day of the month payment is due, and the discount day of the month.
Applies the pricing on the contract to Purchase Orders, overriding the default cost for the duration of the contract. These contracts will not appear on Rebate Reports.
Who to notify of the purchase of non stock item that is not on a sales order.
A single alphanumeric character appended to the beginning of the purchase order number on any purchase order sent from this branch.
The unit of measure that you use when placing purchase orders for the product. For example, you may order a product by the box, but sell and price it individually. You can change this setting by clicking on the Setup button.
The Queue # of the printer that will be used to print put away labels.
Quarterly Projected Usage calculated as [(Monthly Demand Average)*3]. This information is for reference only; it is not used in forecasted projections.
Quantity. For kit components, this is the quantity of the individual component required to complete the kit. For Kit assemblies, this is the expected number of kits to be produced.
Quantity Due. The quantity of product that the warehouse is still waiting to receive.
Quantity Ordered. The quantity of product ordered on the purchase order.
Quantity Received. The quantity of product received to date on the purchase order.
The quantity of product that the warehouse has received to date on a transfer.
The quantity of product purchased or sold in the transaction. Negative numbers in red indicate a sale to a customer (decreasing inventory). Positive numbers in black indicate an order purchased from the vendor (increasing inventory).
The quantity of product to be transferred, based on inventory turns.
Configures that value appearing in the first column of the Price Formula grid. By default, this value represents Quantity, so the price break is based on the number of items purchased. Set to Dollar Breaks to configure based on a minimum number of dollars spent, or Weight to configure based on a minimum weight of products purchased. This option is used in conjunction with Mixed Breaks to enable more than one product to apply to the break, as long as all products belong to the same Product Line or Price Group.
The queue number for the printer. Number 1 is the default printer. If the default printer is not available, the system will default to the number 2 printer, etc. The queue numbers entered correspond with the default printer options found in the File > Company > Branch setup screen.
An alternate product description that appears only on Price Quotes. Enable this feature in File>Company>Branch: Print Quote Description.
A single alphanumeric character appended to the beginning of the quote number on any quotes entered from this branch.
The rank of the product in each warehouse. For more information, see "Configure product ranking criteria."
The ratio of Sales to Inventory Value (12 Month Total Sales/12 Month Average Inventory Value x 12) for the product. Average Inventory Value is calculated based on the Sales Order GP% Cost Column specified under the Pricing/Costing tab in your Company Master. This column may appear blank if there is less than 12 months of inventory history for the product, or if either figure is equal to zero.
Predefined reasons for the adjustment, such as Damaged, Cycle Count, or Store Use. These transactions may be set up to affect a different General Ledger account rather than the default adjustment account. Depending on system configuration, this may be a required field.
The cost column used to calculate rebates for the vendor. The rebate cost compares to the cost listed in the cost column for the product, and the difference is the rebated owed by the vendor. By default, the Rebate Cost Column is C5 Last PO Cost column.
Prompts for customer information for all government sponsored rebate programs during sales order entry.
The date on which the product delivery was received from the vendor.
Type $0 and a date immediately before the first posting to the account. This field updates each time a reconciliation is permanently saved.
The reason for the adjustment, such as Damaged, Cycle Count, or Store Use. It appears on the inventory adjustment report as well as the General Ledger.
The reference number of the sales order, if applicable.
For a sale, the sales order number. For a purchase, the purchase order number. To open the order, click the link.
Type notes about the price contract. These notes are for your reference only; they will not print on the contract or rebate report.
Any notes about all pricing formulas entered on the combination. This information does not appear on the customer's sales order.
The branch to which payment is sent to for sales orders entered from this branch. The Remit-To branch information will be printed on invoices sent from this branch.
The "Remit to" vendor who will receive payment for the items ordered from the current vendor.
The Reorder Point determines when a product appears on the Critical Inventory Report and Projected Purchase Order. It is calculated as [[(Weekly Demand)*(Lead Time in Weeks)] + (Safety Stock)]. Safety Stock % is set in the Product Master > General tab, and the average weekly Demand is calculated for the last 12 months. Please note that if the Min Stock Quantity (set in the Product Master > General tab) is greater than system calculated Reorder Point, the Min Stock Quantity will be used as the Reorder Point for the item. If demand increases so that the calculated Reorder Point is greater than the Min Stock Quantity, the system will use the calculated Reorder Point for the product.
The commission percent that will be used on consignment invoices for this vendor.
The product number used on invoices to this vendor. The product will present the commission amount that you charge them.
Select this option if the product is billable at the time of repair. When this product is added to a sales order, you will be prompted for the serial number and comments about the item that you are repairing. If you select this option, make sure you also select the Special Status=Consumable option on the Information tab of the Product Master.
The warehouse from which the inventory will be taken from to replenish the branch. Be sure that the default Warehouse Pick Printer is set for this branch under the Printers tab. This is where your automatically generated stock transfers will print.
Choose the type of statement you want to calculate and display: Gross Profit, on the amount of gross profit made on sales per salesman; Commissions, on the commission made on sales per salesman; Past Due Commissions, on the commissions lost due to unpaid invoices.
How you expect to be compensated for the products by the vendor. 1) Replacement - you expect the vendor to send you a replacement part or piece of equipment for the item you are sending. 2) Exchange - you expect the vendor to send you a similar part or piece of equipment that may not be identical to the item that you are sending. 3) Repair - you expect the vendor to repair and return the item. 4) Credit - you expect to receive a credit on your account for the value of the item you are sending. 5) Refund/Payment - you expect to receive a refund via cash or check for the value of the item you are sending. 6) Vendor Option (default) - you expect the vendor to decide how they will reimburse you for the item.
Requires that the ordered by option is completed on all orders. If this check box is shaded and disabled rather then checked or blank, then it is controlled by the related setting in the Company Master. That setting used.
The quantity of each component that is required to build the kit. You can change the required quantities by opening the Assembly Product in the Product Master, and modifying the quantities on the Assemblies tab.
Charges a restocking percent for returned items. Assign a Miscellaneous Code (one that posts to the proper General Ledger account) and then type a percent. When you place a return for the customer, select the option to "Apply Restocking Charge." Note that any percentage set here on a customer overrides the optional company default restocking percentage.
Sales order information related to the warranty tag, inclydig the order number, which you can click to open, the original invoice number, order writer, and manufacturer and serial number.
The Return Good Authorization Number for the claim. The number is provided by the vendor to OK the return of the product.
Displays options that enable you to enter formulas to recalculate the costs and prices for a product.
An additional percent cost added to the Price or Cost if rollup pricing is being used.
For price rollups, choose Price, Cost, Both, or Non. If anything other than None, then the completed assembly will take its cost/price by adding up the costs/prices of each of the components. If set to None, then the completed assembly must have its own cost/price defined on the Main page of the Product Master.
Makes the Writer of the sales order or price quote the Salesperson of the order as well. Note that the Writer's initials, as set in the User Master, must be entered here in the Salesman Setup, so that the Sales Order can automatically select the correct salesperson.
The default cost column that will be used in Sales Orders.
Select which products users may override costs for on a sales order: All Products or Non-stock. To prevent users from overriding costs, select Suppress.
Who to notify when a sales order is placed on Credit Hold.
Who to notify when a sales order is created for a customer who is on Watch status.
Who to notify when the customer purchase order number entered on an order is not in the system.
Sales Order External Comments that appear on printed sales order and other order paperwork. Override these comments by right-clicking the product on the sales order and selecting External Comments.
Assign miscellaneous charge programs as configured in File>Company>Miscellaneous Charge Program. to the customer. These programs can auto apply fees such as a Fuel Surcharge or Small Order Fee to customers as a specific net amount or a percentage of the merchandise total. There is no limit to the number of programs that may be assigned to a customer.
The reference number of the sales order for which you want to print product labels. If you do not know the sales order number, click the magnifying glass to search.
Choose which lines you want to include on the printed label: Ordered- All items on the purchase order. Last Received- The items from the most recent stock receipt.
By Queue #, the default printer(s) for Sales Orders entered for this branch.
Select which products users may override prices for on a sales order: All Products or Non-stock. To prevent users from overriding prices, select Suppress.
By Queue number. the default printer(s) for Sales Orders entered for this branch.
Sales Order Quantity to Ship: The default Quantity to Ship for products on Sales Orders. 1) Available - the quantity of the product that is available in the selected warehouse. Availability is calculated as the quantity On Hand minus the quantity committed. 2) Ship All - the quantity of the product that is ordered. 3) Backorder All - the quantity to ship will be set to 0 for all products.
For companies using Quantity Pick Logic Only. Quantity Pick Logic is set in your Company Master under the Sales tab ("Use Quantity Pick Logic in S/O"). Prevents the Quantity to Ship/Quantity Backordered window from popping up when tabbing through the Quantity Ordered tab in Sales Order entry.
On Sales Order Return. The quantity of product being returned from sales orders.
Automatically sets the order to ship, regardless of their availability. You may chose to use this option for manufactured products such as (Kit Productions), as you can make more as needed.
By Queue #, the default printer for staged sales orders entered from this branch.
The default Tax Code for sales orders entered from this branch. This will override the customers default Tax Code (but not their taxable status). It can be changed at the time of order entry.
By Queue #, the default printer for worksheets printed from this branch.
A reserve amount of stock. Used to determine a reorder point for critical inventory. If blank, this value defaults to 20%. Reorder Point Formula = [(Weekly Demand) x (Lead Days in weeks) + (Safety Stock)] (10 per week) x (2 weeks) +(20% safety stock) = 24
One the Lines Fill Rate KPI, the Sales Filled is equal to the total value of the shipped quantity times the net price of each item.
The reference code and name of the default G\L Account for sales for the branch.
The general ledger account to which sales transactions will be posted for products in this product line.
On the Lines Fill Rate KPI, the total value of the original quantity on the sales order times the net price of each item.
Automatically prompts the user who enters the order to fax or email an order confirmation to the customer. In Final page of the Sales Order screen, the Send button blinks red once the order has been saved. When the user clicks on the Send button, the Fax/Email window will display. Choose one of the following actions: "None" - the Send button will not flash. Users can still click on it to send an order confirmation, as needed. "Fax" - the Send button will flash when the order is saved. When the user clicks the Send button, the Fax/Email window automatically selects the Fax option and displays the default Sales contact listed under the Contacts tab in the Customer Master. If there is no default Sales contact the system will use the default fax number listed under the Information tab in the Customer Master. "Email" - the Send button will flash when the order is saved. When the user clicks the Send button, the Fax/Email window will automatically select the Email option and display the default Sales contact listed under the Contacts tab in the Customer Master. If there is no default Sales contact the system will use the default email address listed under the Information tab in the Customer Master. "Automatic Email" - the Order Confirmation will be sent automatically upon saving the order. This will be sent to the first available e-mail address found in the following order: Ordered By Contact>Ship to Contact>Sales Contact>Accounting Contact>Customer.
A single alphanumeric character appended to the beginning of the order number on any sales orders entered from this branch.
The reference code and name of the Sales Returns G\L Account for the branch.
The general ledger account to which sales returns will be posted for products in this product line.
The salesman who owns this customer account. This salesman will be the default for all orders placed by this customer.
The salesman who owns this customer account. This salesman will be the default for all orders placed by this customer.
The reference code of the salesman who made the sale.
Calculates detailed commission statement amounts based on the products order rather than invoices.
The base cost used to calculate the gross profit and commission amount on the Salesman Commission Statement. This may differ from the cost field used to calculate the Gross Profit percent on your Sales Orders, which is configured in the Sales Order GP% Cost Column on the same page of the Company Master.
Determines which invoices the system includes in the commission calculations. Sales will include any invoiced orders; Paid Invoices only includes fully paid invoices.
Saves the default credit card information for the customer.
The Save Line Sequence Numbers box displays only if you have enabled the following setting in the Company Master: "Record Line Seq Numbers from the Customer Order Form." Select this option to assign a sequence number to each product on the Customer Order Form. This allows customers to order products by line number instead of product number or description.
Displays a list of all formulas matching the filter the criteria. You can choose one of the matching formulas to define a commission.
Used for products that are needed a few months out of the year. When checked, only seasonal forecast formulas will be assigned to the product. These formulas focus more on the upcoming months, based on the previous year. Additionally, Inform determines when a product is Out of Season by evaluating the surrounding months of demand for both the current and the previous year. This analysis prevents unnecessary purchasing during the off season.
If you have split prox terms, then this is the date by which the second payment is due.
If you have split prox terms, this is the date by which an invoice must be paid in full to receive a discount.
How you want invoices sent automatically–by Fax, Email, or None (you will send them manually). Invoices will be sent to the contact specific on the Vendor master.
If you chose to fax or email invoices in the option above, then choose a preferred time for the send (based on your time zone). To include the invoices in the standard fax and email nightly batch job, leave this option blank.
Sends separate emails for each invoice sent via an overnight batch.
The name of the printer used to print serial labels. These will usually be label printers.
Who to notify when a serial number is manually entered on an order and not selected from existing inventory
Makes the Serial Number required when the product is sold or received. If so, then a pop-up box prompting for this information will appear in Sales Order and Stock Receipts pages.
The name of the printer used to print service tags. These will usually be label printers.
Automatically marks sales orders entered as Ship Complete, which means that the order will not be shipped until all product quantities are available.
By Queue #, the default printer for shipment confirmations for this branch.
The date on which you will ship the product back to the vendor.
Ships the backordered products only when the total quantity on the Sales Order is available.
The percent of the total quantity that can be backordered. If the backorder quantity on the order is within this percentage of the total quantity, then the backorder will be canceled at invoice update. For example, suppose the Ship Tolerance % for a product is 20%, and a customer orders 10 items. When 8 are shipped, the remaining 2 on backorder will be canceled. Can celled backorders will display a -0- as the backorder quantity on the Shipping Confirmation and Invoice documents.
The default location where the customer's orders will be shipped. If blank, then the address on the Main page will be used.
The auto-assigned reference code associated with the ship to location.
Available only when a customer is selected. The shipping location of a customer purchase. A price formula assigned at the ship to level will be applied only to the selected customer's purchases being shipped to the selected location.
Displays the annual budget information associated with the customer's ship to address, if applicable. These budgets are configured on the Customer Master Ship Tos page, under the Monthly Budget tab.
The default shipping method for purchases from this vendor.
The default Ship Via for sales orders entered from this branch. This can be changed at the time of order entry.
(Required) A code for your ship via method. Up to 5 alphanumeric characters.
The shipping method you will use to ship the product back to the vendor.
The shipping method for the order. For example, "Pick-Up", "UPS Ground", "Our Truck", etc.
The quantity of product that has shipped on the order.
By Queue #, the default printer used to print shipping labels. These will usually be label printers.
A description of the hazardous material being shipped. For example, "Flammable Liquid" or " Corrosive Cleaning Liquid." Include details such as, "Contains Hydorchloric Acid."
A short description of the warehouse. This name appears when referring to this warehouse throughout the application and in internal system reports.
Filters the commission formula search for Available, Expired, or Existing formulas.
Includes customer names and numbers on the report. If you sort by customers, make sure you select this option.
Displays the freight cost for each salesperson's order.
If you are using eCommerce, then when you view the product details, this option displays how much inventory of that product is available in this warehouse. To use this feature, you must also select the Show Warehouse Inventory check box on the Inform eCommerce page.
Displays the list price, discount percentage, and net price on invoices printed for this customer.
Includes price overrides as well as net price and formula for each product in the Price Contract Report.
Include each individual product within a contract on the report.
Automatically displays all items on the Sales Order in a collapsed view when the order is loaded. Users can click on the plus symbol to the left of the item to expand the item and view details information such as external or internal comments and stock status.
Shows only the total commission for each salesperson. This option is available only if a Summary Report Type is selected.
This option is available only if you set up a Showroom Warehouse. Select this option if the product is on display in a showroom. If your inventory shows that the warehouse is out of stock on sales order, but this option is selected to show that there is stock available in your showroom, you will be prompted to transfer the inventory from your showroom. If you choose yes, then the inventory is automatically transferred/received into the selling warehouse, making it available on your sales order.
Prompts for signatures during either Sales Order Entry or Shipment Confirmation. Enable this option for Pick Up or Will Call shipping methods, but not for delivery methods. Note: This requires signature capture devices. Delivery orders being signed with our ePod module do not require this setting to be enabled.
The path for the branch's computers to upgrade when a new upgrade is downloaded on the server. This will be set by DDI during your conversion.
The billing address and phone number of the customer. It may be different than the shipping address.
Applies the sort order selected in Sales Order Sort permanently, thereby resorting all onscreen and printed sales orders, worksheets, ship confirmations, invoices, and order recaps.
Indicates how you want the Warranty Tag Report to sort: Branch by Vendor, Vendor, Branch by Date, and Date.
Sorts the report by the selected data: Contract number, Vendor number, Salesman code, or Customer number. If you sort by Customer, make sure you select the Show Customers check box.
Defines how the customer is sorted among others in lists such as customer statement. for example, to have John Smith Company Sorted by Smith rather than John, type Smith here.
Controls where the tax code will appear on your Sales Tax Journal. If you need to subtotal a group of codes, by state or by county for example, assign them all to the same Sort Code. Sort Codes are typically two digit codes, like 01 or 02.
Determines how to sort printed sales orders. From the Sales Order Sort list, select Bin Location or Product Number. If you select None, then the default sort from Customer or Company Master. If you want to sort the onscreen sales order using the same sort as the printed ticket as selected here, select the Save Sort check box.
The criteria used for sorting this vendor's purchase orders. Choose: V) Vendor Part Number; P) Product Number; N) None-products will appear in the purchase order in the order they were entered.
Automatically sorts printed sales orders or worksheets by Bin Location or Product Number as opposed to line sequence number. Use this sort to help your warehouse pickers locate products.
A code that determines how the product is sorted among other products when you perform a search or lookup. Products that share the same code are grouped together, and appear below products that have no sort sequence assigned. Contact DDI Customer Care if you need to use this feature.
Automatically sorts line items on the ship confirmation screen by Bin Location or Product Number. Consider using this feature along with the Sort Sales Order, thereby allowing the warehouse picker to review the ship confirmation screen in the same order as the printed order. Note that this option affects only the screen ship confirm; the printed ship confirmation will still sort with the standard line sequence number, in the order products were entered.
For a sale, the name of the customer who purchased the product. For a purchase order, the name of the vendor from whom you purchased the product.
Type any special instructions that apply to all sales orders for this customer. These instructions appear each time you enter a sales order for the customer.
Special instructions regarding sales orders destined for this ship to location. These instructions appear each time you enter a sales order for this location.
Any special instructions or notes regarding purchase orders for the vendor. These instructions will appear on the purchase order screen each time you place an order with the vendor.
Additional information for the vendor. This information prints on the claim directly above the items.
Print a message below contracted products on invoices and sales orders.
The quantity of product that has been picked for the sales order and then staged for shipping.
Who to notify when a serial number is manually entered on an order and not selected from existing inventory.
The default send method of the customer statement. To print the statement, choose None. Otherwise, select Fax or Email. For Fax or Email, Inform will send to the default Accounting Contact. If there is no Accounting contact, then the fax number of email address on the Information page will be used.
The default statement type that will be printed for the customer when you print batch customer statements. Regular Statement - Displays your customer invoices and cash receipts. Balance Forward - Accumulates all previous balances and displays them as the Balance Forward amount at the top of the statement. This also displays payments received towards that balance. New invoices and payments appear beneath these amounts. Do Not Print Statement - Excludes the customer statement from being printed, unless specifically ordered.
The status of the purchase order. To get the long version, hover over a status cell.
The status of the sales order. To get the long version, hover over a status cell.
The status of the transfer, such as O for Open. To get a description, hover over the status cell.
The Status of the work order. O) Open. C) Completed. S) Scanned (WMS only). P) Printed.
The status of the warranty tag: Open, Claimed, or Completed. Where warranty tag status codes display, such as the Entered Warranty Tag screen, the following letters are used: "O" for Open, "L" for Claimed, and "C" for Completed.
The status of the warranty tag: (O) Open, (L) Claimed, or (C) Completed.
The status of the kit production work order: O) Open; C) Completed; S) Scanned (RF WMS); P) Printed.
Places restrictions on the types of orders a customer may create.
The name(s) of the user(s) who will be notified of the incoming stock transfer by internal email.
The name(s) of the user(s) who will be notified of the outgoing stock transfer by internal email.
By Queue #, the printer that you want to print your stock transfer information.
The current value of your stock of this product in the warehouse. This value is calculated using the Sales Order GP% Cost Column, as specified in your Company Master, and may differ from the amount seen on your Inventory Value Report. This field is populated only if the user has permission to view cost and gross profit. The access level for this permission ("See Cost and Gross Profit") can be found in the Access Levels screen (File > Company > Access Levels), under the Pricing/Costing tab. If the user does not have this access for this, the field will appear blank.
Allows the Status of a product to be overridden by warehouse. You have the choice of Default, Yes, or No. Default means that the Status set on the Product's Main tab will be used. Yes means that the item is Active (stocked) in the selected warehouse. And No means the item is Non-Stock in the selected warehouse.
The charge for storing consignment merchandise from this vendor, as well as how the charge will be applied-by unit or pallet.
Hides the company header information on Shipping Confirmation and Invoices destined for this Ship To location.
"Marks" this customer for inclusion filtering in the A/R Aging Report. Once a customer is "Marked" using this option, you can then Include, Suppress, or show Only these Marked Customers in the A/R Aging Report.
Hides your company's header information on printed sales order and invoices for this customer.
Flags this tax code to be skipped during Sales Tax Automation updates. You will maintain this code manually. Sales Tax Automation is an add-on feature that maintains sales tax data for more than 11,000 country, city, and district jurisdictions. Use this option if your tax code is for a jurisdiction not covered by the automation process.
(Required) The default tax that will be applied to orders received from the customer. If the orders are taxable, the taxable box to the right should also be checked. If the orders are non-taxable, the non-taxable tax code must be entered.
The default tax that will be applied to orders received for this ship to location. If the orders are taxable, the taxable check box should also be selected. If the orders are non-taxable, the non-taxable tax code must be entered. Leave blank to use the default from the Credit tab on the Setup page of the Customer Master.
Type the maximum amount of tax that will be charged on an order, despite what the tax percent calculation is. For example, if regulations cap the tax at $25, but you have a $600 order with a 5% sales tax, then the tax percent calculation would be (600*.05)=30, but the tax charged would only be the cap of $25.
The tax code that will be applied to any order using this Ship Via, regardless of the tax code assigned to the order. Use this option for Pick Up or Will Call shipping methods. Note that customer who are designated as Non-Taxable, will not pay any tax regardless of this setting.
The tax exempt number for this ship to location, if it is eligible for an exemption. If blank, then the default from the Credit tab on the Setup page of the Customer Master is used.
Sets the Tax Exempt # to required on the Sales Order entry form for any orders that use this tax code.
The tax exempt number for this ship to location, if they are eligible for exemption. 14 characters or less. Leave blank to use the default from the Credit tab on the Setup page of the Customer Master.
The tax exempt number for the customer, if they are eligible for exemption. 14 characters or less.
If any of your tax codes are set to Tax Freight by Product, then select this option for all of your products. If the Sales Order contains at least one taxable item, then the whole freight amount will be taxed.
As long as at least one product on the order is taxable, then entire freight amount will be taxed. To use this option, make sure all products have the "Tax Freight" option selected in File>Product>Master: General.
Calculates the ratio of the taxable product dollar amount to the nontaxable product dollar amount on the order and applies that same ratio as a percentage tax to the freight amount. For example, if the order total is $10 and $5 of merchandise is taxable, then half of the freight amount will be taxed.
Applies the sales tax you specify to the freight amount as well as the product.
Whether the charge amount is taxable. Non-taxable customers will not be charged tax regardless of this setting.
The product is taxed, regardless of the customer's tax status as indicated on the Tax Matrix tab of the Customer Master.
The payment terms for this vendor. Assign terms to a vendor in the Vendor Master, on the General page. Add new terms from File>Vendor>Terms.
Your default credit payment terms with the customer. Click the magnifying glass and choose the terms. You can configure which Terms are available on File>Customer>Terms.
How the customer has agreed to be billed for freight: Prepaid - customer pre pays all freight charges. Collect - charges are collected per order. Prepaid and Bill - the customer choose when to prepay and when to have the amount billed. Third party - a third party freight bill will be sent to the customer.
The quantity of product on the sales order ready to ship.
To Warehouse. The warehouse to which product is being transferred.
Total sales dollars including both on account and point of sale transactions.
On Transfer In / Picked. The quantity of product expected in receipt from incoming stock transfers.
(Committed On Transfer Out)/(Picked): The quantity of product that has been allocated to outbound stock transfers. The total shown above in the Picked row includes this value.
The reference number of the stock transfer. To open the stock transfer details, click the link.
The reference number of the stock transfer for which you want to print product labels. If you do not know the stock transfer number, click the magnifying glass to search.
Choose which lines you want to include on the printed label: Ordered- All items on the stock transfer. Open- Products that have not yet been received or canceled. Received- Products that have been received.
Links the this Ship Via to a Truck (File>Company>Truck). During sales order entry, if you choose a Ship Via that has been linked to a Truck, then the order will have the status "Truck Scheduled" as soon as a Ship Date is assigned. The order will appear on the Truck Manifest (Warehouse>Truck Manifest). Note that you must also select the Delivery check box on this page for an order with the Ship Via it to appear on the Truck Manifest.
The number of times a product is ordered in the past 12 months. Calculated as 12 Month Total Cost of Sales divided by the 12 Month Average Inventory Value foir the product. This field must have 12 months of data to populate.
The type of customer, for example Home Owner, Independent Contractor, etc. Use this information as a basis for grouping customers to send mailings.
The type of sales commission formula to work with: either Current or Future.
The type of transaction, either Sale (product sold to a customer) or Received (product purchased from a vendor).
By default, all open orders appear. You may switch between Price Quotes, Expired Quotes, Recurring, and Completed. Note that completed orders take some time to generate. To find completed orders, use Sales Order Inquiry with a date range filter.
Whether the product is a Part or Equipment. This property is originally set in the Product Master.
The model number for the larger unit that includes the part, if applicable.
The serial number for the larger unit that includes the part, if applicable.
On the Units Fill Rate KPI, the total number of units shipped. This total excludes Back orders, Spawned orders, Drop ships, Non stock, Blanket orders, and any Order quantity less than zero.
On the Lines Fill Rate KPI, the total number of units ordered at the time the order was placed.
On the Lines Fill Rate KPI, the Units Rate is a percent calculated by (Units Filled/Units Ordered)*100.
The unit of measure for the product on the purchase order.
The unit in which the product substitute is measured for sale.
The unit of measure for the quantity of product sold, returned, or received in the transaction.
The unit of measure for either the component or kit item, as selected during the creation of the work order.
The universal product code, as assigned by the manufacturer.
Select this option if you will be stocking the merchandise. This will relieve your inventory from the default warehouse when the invoice is posted.
If you will be billing the customer, this option posts the invoices for your orders to Accounts Payable. If the vendor will be billing and collecting from the customer, leave this box cleared. These orders will still go through the normal invoicing process, but will not be posted to the customer's account as open invoices
The UPS Account Number that is associated with to the customer.
The UPS Account Number linked to this specific ship to location.
The percent of the UPS charge added as a surcharge. For example, a $10 UPS charge with a value of "2" as the UPS Surcharge will result in a total freight charge of $10.20.
Recognizes the Quantity as a number of boxes rather than number of individual units. Use this option for items that are sold by the box, rather than individually. For example, if a product has a Box Quantity of 6, and the price matrix Quantity Break is set to 5, then the customer will receive the Quantity break price when they purchase 5 boxes of 6 units, or a total of 30 units.
Causes sales orders to use the default quantity pick logic based off of the branch or company settings for POS Registers.
Use Manual Sort Order Number. Enables you to assign an order number to all orders of this type. If you want the order number to be assigned automatically, leave this option cleared.
Prints in the PCL 5 format. Otherwise, the output format defaults to PDF. For the best selection, check your printer documentation.
Uses the price contract to set a default purchase order cost. When selected, the price on the contract becomes the purchase order cost for all vendors on the products for the duration of the contract. These types of contracts will not display on Rebate Reports and should be used only to override the default purchase order cost.
Select the check boxes beside those credit card types that you will accept: American Express, Visa, MasterCard, Discover, and eCheck.
The current inventory dollar value based on the Sales Order GP% Cost Column set under the Pricing/Costing tab in the Company Master.
The current inventory dollar value based on the Sales Order GP% Cost Column set under the Pricing/Costing tab in the Company Master.
The name of the vendor from whom product was ordered.
The reference code or name of the vendor on the warranty claim.
Type the code or the name of the vendor on the warranty. Leave blank to search for all warranties regardless of vendor.
Includes only products associated with the vendor you choose here.
The name of the vendor associated with the contract. If you choose a vendor, and then click Net Pricing, you will see all products under price contract associated with the vendor, as well as the price contract code. Choose this option to adjust prices and costs on all these products at once.
If applicable, type the vendor number of the Vendor you want to associate with the contract. You may also click the magnifying glass and search for the vendor, but make sure you press the Tab key once finished.
If available, type the vendor's reference number for this contract.
The name of the vendor who received the purchase order.
The product reference number as listed by the vendor. This number displays on Purchase Orders to the vendor, but not on customer invoices.
When processing a product return in Sales Order entry, this option enables the product to be returned to the vendor. If cleared, the Return to Vendor option is unavailable.
The warehouse that the sales orders from this branch will be filled from. This warehouse will automatically be set as the warehouse for any Sales Orders entered for this branch. This can be changed at the time of order entry.
If a default warehouse is set, then when this Ship Via is selected on the sales order, you will be prompted to change the warehouse on the order to the warehouse selected here.
The reference code for the warehouse. Inform automatically generates this number sequentially for new warehouses.
The warehouse from which the components required for the kit production will be picked. The inventory total for the kit itself will be added to this warehouse once the work order is complete.
The name and reference code for the warehouse from which the products will be shipped. You may also choose to drop-ship the order, or fill it using returned goods or consignments.
Prints the product on a warehouse pick sheet, which prints immediately after the sales order. Only products with this option selected will be printed on the pick sheet. You can
The name of the default printer for warehouse pick tickets for sales orders entered for this branch.
1) Warehouse: standard stocking warehouse. 2) Drop Ship: For processing Drop Ship orders. There can only be one Drop Ship warehouse. 3) Returned Goods: For processing merchandise returns. There can only be one Returned Goods warehouse. 4) Showroom/Display: To track merchandise that is on display in a showroom separately from the rest of your inventory. 5) Consignment: For vendor consignment goods. 6) Customer Consignment: For goods consigned to customers.
Select this option for products that are eligible for warranty repairs or replacement from your vendor. From the Type list choose whether the warranty is Part or Equipment. Information required for warranty processing depends on this type. Also type the number of months under which the product will be on warranty. Products outside of the warranty period can not be processed as a warranty returned. If the warranty never expires, then leave this field blank.
The quantity of each component that is "wasted" in the process of producing the kit. This amount will be added to the Required column and factored into the calculation of the Extended.
The number of weeks of product available in the warehouse, based on projected demand.
The minimum weight required for a purchase order to be accepted and shipped.
Warehouse. The reference code for the warehouse from which the product will be shipped to fulfill the sales order.
Warehouse. The reference code for the warehouse receiving the product on the purchase order.
Warehouse GP Cost. Sales Order Cost would be. For companies that use Cost by Warehouse, where each warehouse has a different cost, this value is equal to the sales order cost, should the order be fulfilled by that warehouse. This field is populated only if the user has permission to view cost and gross profit.
The work order number. To open the work order in the Kit Production page, click the link.
The reference number of the kit production work order. Inform generates the work order number for new entries once the order is complete. You can open existing work orders by clicking the magnifying glass and typing the date range, status, branch, warehouse, or user.
The initials of the user who submitted the stock transfer.
The average year to date gross profit percentage received from sales of this product.
The year to date fill ratio for the product. Fill ratio is calculated as (Filled/Potentially Files)*100. Where Filled represents all line items where the ship quantity is equal to the order quantity, and Potentially Filled excludes the following by line item: Back orders, Spawned orders, Drop ships, Non stock, Blanket orders, Order quantity less than zero.