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  • 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 ...

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