Manual:Basics: Difference between revisions
No edit summary |
No edit summary |
||
| Line 135: | Line 135: | ||
:8. (Filtered) – prints address labels for all records when person screen is filtered | :8. (Filtered) – prints address labels for all records when person screen is filtered | ||
:9. Contact Person – displays contact at that address | :9. Contact Person – displays contact at that address | ||
'''Company Screen''' - consists of all companies in your database | |||
:1. Tabs | |||
::* Main – company demographics | |||
::* Addresses – displays all addresses for related company record | |||
::* Dealer/Distributor – displays dealers and distributors related to company record | |||
::* AR History – displays accounts receivable history for related company record | |||
::* AP History – displays accounts payable history for related company record | |||
::* Inv History – displays invoice history for related company record | |||
::* Open Orders – displays open orders for related company record | |||
::* Sales Opportunities – displays status of sales opportunities for related company record | |||
::* Contracts – displays all contracts related to related company record | |||
::* Authorizations – displays authorizations for licensing/subscriptions or other items to track for billing back to related company record | |||
::* Tasks – displays any tasks in the system related to related company record | |||
::* Activity – displays all contact activity received for related company record | |||
::* Customer Assets – tracks assets sold to customer | |||
::* Acct Defaults – displays default billing information and expense account for related company record | |||
::* Credit Card -- stores credit card information for billing | |||
::* Affiliations – tracks parent companies and subsidiary companies | |||
:2. Top Section(Main Tab) | |||
::* Create Order (Inventory Orders) – shortcut to create a new order (auto-fills Ordered By and Ship To information, if stored in selected company record) | |||
::* Create PO (Customer Purchase Orders) – shortcut to create a new purchase order (auto-fills Order From and Ship To information, if stored in selected company record) | |||
::* Sort Name vs. Company Name – Sort Name auto-fills when Company Name field is entered; can be edited to sort differently for searching records | |||
::* Category – link pertinent categories to related company record | |||
::* Vend# – displays vendor number assigned to related company record | |||
::* Cust# – displays customer number assigned to related company record | |||
::* EIN – displays Employee Identification Number or Federal Tax ID number to related company record | |||