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Starship Ad Hoc Rate Quote – Sales Team Training PurposeThis guide explains how to generate freight rate quotes in Starship without needing to process or ship an order. This allows you to quickly compare rates from multiple carriers and provide accurate freig...

Entering quotes is one of the most common tasks we do. Ensuring we accurately quote and get them to the customer as quickly as possible is critical to our business. Open Sales Order Entry Change the Order Type to Quote.  Double check it is cha...

Entering Sales Orders - Turning Quotes into Sales Orders Customers place order with us over the phone, via email, and online. Some customers use Purchase Orders (PO's), some pay by credit card, others use Metals Credit (Also referred to as brass credit), and...

There is a Utility in Sage to go through and delete Quotes that are expired by a certain date. Only people with Administrator role can do this. Jennifer asks Myron to do this from time to time.   Under the Sales Order module open Sales Order Entry ...

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...

Finding existing customer accounts is extremely important, and helps us avoid having multiple accounts for the same customer. Sage is quite picky about how you search, so searching by company/department name is often not the best way to find accounts. For exam...

We're not able to create quotes or orders without an account to link them to, so it's important to set up customer accounts right. The first step should be checking to see if an account already exists. Duplicates will make future orders significantly harder. ...

1.       Double-click on "Starship Online Connector" 2.       Click on the "Printing" tab 3.       Click on "Configure" 4.       Choose the location (s) where the User will be shipping from. You can choose multiple locations. 5.       Click "OK" ...

Follow these steps to setup the Printers for the user. Typically 2 printers are needed:  Laser Printer Lable Printer The Starship Online Connector on your desktop must be setup and running on your desktop before you can do any of these steps.  1.  ...

The Starship Online Connector on your desktop must be setup and running on your desktop before you can do any of these steps.  Printing Profiles are used to print the correct labels and paperwork for each of the different Shipping companies that we use. In ...

Create a Starship Shipment with FedEx Freight  Navigate to https://let.starship.online/ship/Login    Click the "User ID" field.    Click here.    Click "Sage 100 2021 - 2025"  ...

When an account is on credit hold, the customer will not have any new orders shipped to them until the unpaid balance on their account has been paid. If a customer is on credit hold, you'll see this on their account: You can make quotes for a customer on cred...

If a customer wants to be set up as tax exempt, there's a few specific steps you'll need to take to make sure they can order exempt, whether they want to do that online or with a rep. The first step is getting a copy of their exemption certificate. They may s...

When you make a new account, the payment terms should default to 01 (Credit Card). This means the customer is only approved to pay for orders with either a card or a check. For international customers, you can change that to 12 (Wire) so they can make wire pay...

Customers who resell our products will sometimes ask for dealer pricing. If they do, send them a copy of the dealer application document (link to the document here). Once they send it back, send it over to Josh. He'll let you know if they're approved for deale...

How to Create a Shipping Quote – Basics Overview summary:This guide walks through the standard process for creating a non freight shipping quote in SAGE and StarShip. It covers how to identify item details such as size, quantity, weight, and box type, determi...