Sales

Header  Under the header tab you can see: • Customer Name  • Customer Number  • Country  •...

Finding existing customer accounts is extremely important, and helps us avoid having multiple acc...

We're not able to create quotes or orders without an account to link them to, so it's important t...

When an account is on credit hold, the customer will not have any new orders shipped to them unti...

If a customer wants to be set up as tax exempt, there's a few specific steps you'll need to take ...

When you make a new account, the payment terms should default to 01 (Credit Card). This means the...

Customers who resell our products will sometimes ask for dealer pricing. If they do, send them a ...

International customers may need to pay by wire if they don't have access to a card with USD on i...

If we are shipping on the Customers Account then we need to flag the customer as "Customer Choice...

Entering quotes is one of the most common tasks we do. Ensuring we accurately quote and get them ...

Entering Sales Orders - Turning Quotes into Sales Orders Customers place order with us over the...

There is a Utility in Sage to go through and delete Quotes that are expired by a certain date. ...

How to Create a Shipping Quote – Basics Overview summary:This guide walks through the standard p...

Starship Ad Hoc Rate Quote – Sales Team Training PurposeThis guide explains how to generate frei...

If you're quoting/placing an order for an international customer, there's a few extra steps you...

Amazon SOP.webm See the attached video for how to export amazon orders and get them into Sage. C...

See Camfil Lunch and learn Video. For information about how to position and sell filters

D-Lead Training https://actiontarget303.sharepoint.com/:b:/r/sites/LETStore/Shared%20Documents/G...

Qualitex Report (Independent 3rd Party Tester) Sells Sheet - Tactical Grit How does it work Vi...

Once an order has shipped out, you can find the tracking information for that order directly in...

Any order that needs to ship FedEx Air (Next Day, 2nd Air, 3-Day Air) must be received at the Bla...

Invoice History Inquiry has a few important uses for us, mostly letting us see details of order...

https://actiontarget303-my.sharepoint.com/:u:/g/personal/jtaylor_actiontarget_com/IQAsVyuKxW8hTI0...

When a customer reaches out about a custom target and are asking about the below information anyo...

Go to shop.actiontarget.com > Sign In > Create a new contact for your account (2nd option from th...