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Damaged, Missing, and Incorrect Orders

Sales After Sales Items

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

Updated 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 3 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 3 months ago by Shane Withers

Starship AdHoc Rate Quote

Sales Order Entry

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

Updated 4 months ago by Shane Withers

Add UPC numbers to the File that Bartender Uses for Printing

Using the Systems SAGE

How to Create Labels With UPC Barcodes for Sports South 1.      If product is not assigned a UPC...

Updated 4 months ago by Jesse Nelson

Expediting Customer Orders

Sales After Sales Items

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

Updated 5 months ago by Shane Withers

Sage Pricing

Sales

This is to describe how Sage deals with Pricing. Starting with the item. Each item has a Price C...

Updated 5 months ago by Shane Withers

Deleting Quotes and Sales Orders

Sales Order Entry

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

Updated 5 months ago by Shane Withers