Popular Search Words
118 search results
Page 2 out of 12 Pages
- 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: Why did my Product Import Fail?
Answer: Top 10 Reasons Product Imports Fail:
The spreadsheet headings are not written exactly as shown.
Check spelling and capitalization
For correct headings, reference the document How to Import ...
- Configuration: How do I setup Quickbooks in Envio?
Answer: Setup Tips
When adding the Billing Addresses, make the first line the name of the Company.
Customer Name is the code that will represent the partner in ...
- Sales: Price Schedules
Answer: Prerequisite
Price Groups must be created in Configuration > Price Group Maintenance before making a Price Schedule.
Where are Price Schedules Located?
Sales > Start a Task > New Price Schedule ...
- Configuration: Payment Terms
Answer: Where is Payment Terms Located?
Configuration > Payment Terms
About Payment Terms
Create custom payment terms for use in Accounting. Use payment terms when you want to create ...
- 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 ...
- Configuration: Create or Modify User Codes
Answer: Where User Codes are Located
Configuration > Manage User Codes
About Manage User Codes
Use Manage User Codes to create custom codes used throughout Envio including Item classes ...
- Configuration: Manage Process Numbers
Answer: Where is the Manage Process Numbers Menu Located?
Configuration > Manage Process Numbers
About Manage Process Numbers
Configure Manage Process numbers to enable unique number banks used to ...
- General Information: What is a Load?
Answer: A Load can be anything carried by a vehicle, a person, or animal. The graphic representation below shows how one load can have multiple processes associated ...
The most popular searches are: