Last updated
Last updated
The majority of Settings can be accessed at:
Setup>Configuration>
Only Master Administrators can access Setup.
You can access the respective 'Configure' settings on every Trading Partner (Worker, Customer, Supplier) Master, and every Document, i.e. Sales Order.
If you're using the Quickbooks Transformer this data will be imported for you. However, you should check the details are complete and correct.
It logically fits here, but you can do this at any time.
Relevant Import templates (Setup>Import Data>template) have Classification Columns. You can import Classifications, or add them manually at any time.
See and .
You must configure these settings in the order they are presented here.
To help you keep track,
Quickbooks Transformer users:
When you run the Transformer some settings will be updated.
These are marked ' QT⇯ ', however, you should check these presets meet your requirements.
Setup>Configuration>Purchasing contains a list of access points to the configuration of Suppliers and Purchasing related documents (Entities).
Make sure you include settings from the previous sections, e.g. Payment Terms on your 'import suppliers' template. If you have imported your data using the Quickbooks Transformer, check the settings are correct in your system. If they are not use the import template to update.
Setup>Configuration>Sales contain a list of access points to the configuration of Customers and Sales related documents (Entities).
Make sure you include settings from the previous sections, e.g. Payment Terms on your 'import customers' template. If you have imported your data using the Quickbooks Transformer, check the settings are correct in your system. If they are not use the import template to update.
You can connect all of your email accounts to Salesorder.com. This enables you to:
Send, receive, and view by Supplier and Customer email interactions by email account.
Send Documents by configured or selected email addresses.
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For the purposes of granular specification, searching, and reporting you can assign Categories and Attributes to Items. You can import or manually add these at any time. See .
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