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OSP Tab

Web App User Guides Inventory Management

Updated 3 months ago by Michael Losee

Free Stock Tab

Web App User Guides Inventory Management

Updated 3 months ago by Michael Losee

Pick List Tab

Web App User Guides Inventory Management

Updated 3 months ago by Michael Losee

Content Tab

Web App User Guides Inventory Management

Updated 3 months ago by Michael Losee

Setup Tab

Web App User Guides Inventory Management

Updated 3 months ago by Michael Losee

Damaged, Missing, and Incorrect Orders

Sales After Sales Items

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

Updated 3 months ago by Josh Taylor

Invoice History

Sales After Sales Items

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

Updated 3 months ago by Josh Taylor

Shipment Tracking

Sales After Sales Items

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

Updated 3 months ago by Josh Taylor

Wire Transfers

Sales Customer Maintenance

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

Updated 3 months ago by Josh Taylor

Dealer Program

Sales Customer Maintenance

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

Updated 3 months ago by Josh Taylor

Payment Terms

Sales Customer Maintenance

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

Updated 3 months ago by Josh Taylor

Tax Exemption

Sales Customer Maintenance

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

Updated 3 months ago by Josh Taylor

Credit Hold

Sales Customer Maintenance

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

Updated 3 months ago by Josh Taylor

Creating a Customer

Sales Customer Maintenance

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

Updated 3 months ago by Josh Taylor

Looking up/Finding a Customer

Sales Customer Maintenance

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

Updated 3 months ago by Josh Taylor

Tactical Grit

Sales Product Information

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

Updated 3 months ago by Jesse Nelson

D-Lead Training

Sales Product Information

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

Updated 4 months ago by Jesse Nelson

Creating Shipping Quotes

Sales Order Entry

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

Updated 4 months ago by Jesse Nelson

Sending a Fax

How-To Guides

Hello Everyone, we have moved all our fax numbers over to a new electronic service called HelloFa...

Updated 5 months ago by Shane Withers

Checking Faxes

How-To Guides

We have changed the way that Action Target sends and receives Faxes. We have consolidated our fax...

Updated 5 months ago by Shane Withers