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  • Company: Trading Partner Definitions
    Answer: A trading partner is loosely defined as a company or entity that another company or entity does business with regularly. How a trading partner interacts ...
  • Company: Enter insurance and truck details for Transporter Trading Partners
    Answer: Prerequisite The trading partner must have the relationship of Transporter selected for this tab to appear. Where is the Transporter Tab Located? Company > Trading Partners > [Partner Name] ...
  • Company: How do I customize the Trading Partner Supplier Tab?
    Answer: Prerequisite The trading partner must have the relationship of Supplier selected for this tab to appear. Where is the Supplier Tab Located? Company > Trading Partners > [Partner ...
  • Company: How do I customize the Receiver Tab for a Trading Partner?
    Answer: Prerequisite: The trading partner must have the relationship of Receiver selected for this tab to appear. Where is the Receiver Tab Located? Company > Trading Partners > [partner ...
  • Company: Customize the Customer Tab for a Trading Partner
    Answer: Prerequisite: The trading partner must have the relationship of Customer selected for this tab to appear. Where is the Customer Tab Located? Company > Trading Partners > [partner name] ...
  • Company: How do I add membership information to an Association Trading Partner?
    Answer: Prerequisite: The trading partner must have the relationship of Association selected for this tab to appear. Where is the Association Tab Located? Company > Trading Partners > [partner name] > ...
  • Configuration: Partner Category Maintenance
    Answer: Where Partner Category Maintenance is Located Configuration > Partner Category Maintenane About Partner Category Maintenance Use the function to create custom categories to apply to Trading Partners. For ...
  • Company: How Do I Add a Trading Partner?
    Answer: Where is New Trading Partner Located? Company > Start a Task > New Trading Partner About New Trading Partner Add a new Trading Partner and select a category ...
  • Configuration: How do I configure Freight Terms? What do Freight Terms Mean?
    Answer: How Are Freight Terms Used? Freight terms display on a customer receipt. They define the liability relationship for the customer and the seller between purchase and ...
  • Configuration: How do I assign a Document or Report?
    Answer: Where is Document/Report Assignment? Configuration  >  Report and Document Maintenance Why Assign a Document or Report? Assign a Document or Report to different users, stations or partners. This ...

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