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International Orders and Customs Documents
If you're quoting/placing an order for an international customer, there's a few extra steps you...
Amazon Orders
Amazon SOP.webm See the attached video for how to export amazon orders and get them into Sage. C...
Inventories Tab
Inventory Reports
Main Tab
Reclassing Parts
OSP Tab
Free Stock Tab
Pick List Tab
MTRs Tab
Content Tab
Setup Tab
Damaged, Missing, and Incorrect Orders
https://actiontarget303-my.sharepoint.com/:u:/g/personal/jtaylor_actiontarget_com/IQAsVyuKxW8hTI0...
Invoice History
Invoice History Inquiry has a few important uses for us, mostly letting us see details of order...
Shipment Tracking
Once an order has shipped out, you can find the tracking information for that order directly in...
Wire Transfers
International customers may need to pay by wire if they don't have access to a card with USD on i...
Dealer Program
Customers who resell our products will sometimes ask for dealer pricing. If they do, send them a ...
Payment Terms
When you make a new account, the payment terms should default to 01 (Credit Card). This means the...
Tax Exemption
If a customer wants to be set up as tax exempt, there's a few specific steps you'll need to take ...
Credit Hold
When an account is on credit hold, the customer will not have any new orders shipped to them unti...
Creating a Customer
We're not able to create quotes or orders without an account to link them to, so it's important t...
Looking up/Finding a Customer
Finding existing customer accounts is extremely important, and helps us avoid having multiple acc...