How to Reset Allowances, Credit Limits, or Restrictions for Sub‑Accounts
Resetting allowances, credit limits, or disabling restrictions for sub‑accounts can be done quickly within the program. This article walks you...
Customers
How to manage your customer data and settings.
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Check For Duplicate Customer
Keeping a clear and concise customer list is important. To configure the system to automatically check for duplicate customers when... -
Use Tax Rules When Shipping to a Customer
The program can be configured to override typical tax rules when shipping to a customer. To configure this setting, Go... -
Email Receipt at Checkout
The program can quickly be setup to show a prompt asking if the customer would like their receipt emailed to... -
Display Customer Search Window
Configuring the program to always display the customer search window when creating a new sale is fairly simple. To begin,...