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Header  Under the header tab you can see: • Customer Name  • Customer Number  • Country  • Billing Address  • Telephone number  • Email address • Salesperson  • Tax schedule  • Terms code - payment terms.  • Primary contact  • Ship code - primary...

1. Open Customer Maintenance 2. At the top of the screen you will have the option to type in the customer number, lookup (magnifying glass), or create a new account (button that looks like a paper with a # and arrow directly to the right of the magnifying gla...

1. Before creating a new customer account verify that an existing account does not already exist. Once you have confirmed you can create a new account.  2. To do so click the button directly to the right of the magnifying account.  a.  b. That will automa...

Login into AvalaraTax compliance software and automated solutions - Avalara Once you have logged in you will need to navigate to the exemptions tab From this exemption window you can either review previous added customers and their exemptions or ...

If a customer reaches out wanting to be a dealer send them the attached agreement. When you get it back send it to Harrison.  Note - Just because they fill out the form does not mean they are a dealer.  Dealer pricing: 3 levels 1, 2, and 3. 1 is the best dis...