Configure Inform

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Hardware specifications and setup

• Resize database to optimize performance
• Database backup requirements and the Disaster Recovery Supplemental Program
• Guidelines for moving Inform to a new server

Manage your customers

• Add a customer
• Manage sales territories
• Create jobs to group sales and purchase orders
• Create customer ranking criteria
• Delete a customer

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Manage your vendors

• Manage your vendors
• Manage vendor engagement with contact analysis
• Pay vendors through ACH
• Set up vendor ACH payments
• Generate vendor reports

Manage products

• Generate a product report
• Manage your products
• Import product information
• Product import field information
• Configure product ranking criteria

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Manage your company

• Set up your TSYS Handheld device
• Manage your company
• Manage company divisions
• Manage trucks
• Configure SMTP for external email

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