Manage your company
- Manage your company
- Manage company divisions
- Manage trucks
- Configure SMTP for external email
- Manage order types
- Add a message to your orders, invoices, and statements
- Customize G/P % indicators
- Set up miscellaneous charges
- Set up miscellaneous charge programs
- Define special instructions for sales orders
- Define special instructions for purchase orders
- Manage users
- Configure master file security
- Run an audit report
- System configuration settings in the Company Master
- Add printers
- Tips on default printers and RemoteApp
- Add currency codes
- Change the number assigned to orders and other records
- Work with custom fields
- Set up Inform eCommerce
- Import data into custom fields
- Set up network devices
- Configure credit card through TSYS Cayan
- Configure credit card through Authorize.NET
Branch sites
- Configure company branch sites
- Configure automatic backorder release by branch
- Configure product replenishments by branch
- Set up branch level vendor consignments
- Specify branch level J&M Catalog information
Warehouses
- Set up warehouses
- Work with a drop ship warehouse
- Set up a showroom warehouse
- Work with a return goods warehouse
- Work with a vendor consignment warehouse
Bank accounts
- Create a new bank account
- Review the bank ledger
- Information on bank reconciliation
- Considerations for the first bank reconciliation
- Reconcile your bank statement