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As more companies centralize warehousing and dispatching of products, there is an increasing need to record the sale of product to the ordering Location but move the inventory out of a separate warehouse or blend facility. Previously, this was a thr...
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This utility provides easy access to pricing history for customers and products. It also gives the discountable (effective) unit price which is useful for pricing product returns. This information may also be displayed when adding a customer Invoice...
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The Edit Check Numbers utility is found at Patronage / Utilities menu. Through the utility, Patronage Check Numbers may be changed by manually editing a cell in the grid or by selecting multiple checks and incrementing all of them by a specified a...
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The Inventory Statements report is found at Accounting Reports / Inventory / Inventory Status . On Hand In the Select Style section, choose On Hand . Select any other additional criteria then choose to Print, Preview , or create a PDF File...
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On the A/R tab at Accounting / Setup / Preferences in the Payments section, select the preference Require Reference # for Checks and select Save . With the Require Reference # for Checks preference turned on and Check selected as th...
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Print Invoices with the price per acre displayed on the header of the Invoice document by setting up the feature on the Invoice and by Customer. Invoice Enter the number of Acres in the Invoiced box on the Additional Info tab when adding or ed...
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Located in the Energy module under the Utilities menu, this utility calculates and updates new budget monthly payments for budget billing customers and creates unpaid Bookings for the total gallons expected to be used by each customer. S...
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Email payment receipts to Customers through Agvance CRM by selecting the Email This option on the Payment on Account window. In Accounting, choose the Add a Payment on Account icon or go to Accounting / A/R / Payments and select Add . Cho...
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