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Phone Queue

Sales Customer Communication

3cx
store
phone
queue
sales

Shipment Tracking

Sales After Sales Items

Once an order has shipped out, you can find the tracking information for that order directly in Sage. An easy way to check if an order has shipped out is to put the order number into Sales Order and Quote History and see if the "Invoices" button in the upper...

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 Blaine warehouse by 11:30am Central Time/ 10:30am MST (Utah) time. (They need time to pick & pack to have the label ran off before noon (Central Time) to trigger a pi...

Returns

Sales After Sales Items

Invoice History

Sales After Sales Items

Invoice History Inquiry has a few important uses for us, mostly letting us see details of orders that have already shipped out. You can check tracking on orders, see when an order shipped out, check to see if the customer was charged tax, see if the invoice ...

Create an Account

Sales Website

Adding an Account to an Existing Account

Sales Website

Go to shop.actiontarget.com > Sign In > Create a new contact for your account (2nd option from the bottom of the sign in pop up) > Enter your account number, zip code, and the security code > Complete. Doing this will link your online account to your existing ...

Password Reset

Sales Website

FAQ

Sales Website

Custom Target Inquiry

Sales Custom Targets

When a customer reaches out about a custom target and are asking about the below information anyone can provide it. If they are still interested pass them over to Dan or Myself. Verify the customer is interested in getting the minimum quantity and is okay with...

Filters

Sales Product Information

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

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 it. If that's the case, make sure the following comments are included on their quote:1. Paid in US Funds2. Action Target does not pay for taxes or feesOnce the cust...

store
customer
wire

Sage Pricing

Sales

This is to describe how Sage deals with Pricing. Starting with the item. Each item has a Price Code and a Standard Price. The below screenshot is from "Item Maintenance" Then we have the "Price Code Maintenance" item, which is also in the Inventory Managem...

Customer Shipping Accounts

Sales Customer Maintenance

If we are shipping on the Customers Account then we need to flag the customer as "Customer Choice" AND their account information must be put into Customer Maintenance.

Sending a Fax

How-To Guides

Hello Everyone, we have moved all our fax numbers over to a new electronic service called HelloFax. Only certain roles in the company have the ability to send faxes. Those roles are: AP Manager AR Manager Contracts Manager HR Manager They will be add...

Fax
Faxes
eFax

Checking Faxes

How-To Guides

We have changed the way that Action Target sends and receives Faxes. We have consolidated our faxes to go through the HelloFax service. The faxes are then sent to 2 different Outlook groups depending on where they were sent to. Faxes to the main Action Targ...

Fax
Faxes
eFax