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Order Processing
Public·4 members
Proforma Management
How are you setting proforma pricing for customers in SSI? Are you using Customer Types to group customers or are you doing everything as General Contracts and then what system do you have to manage/maintain/update pricing?
Thank you!
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Customers who want to pay by credit card for each purchase
Hi! Would you share how your business is handling customers who have indicated that they want to pay for each order by credit card? Where do you keep their card information? And where do you have those instructions in SSI for your staff? i.e. Comments in customer master, sub account information, credit notes, etc? Which staff is processing the payment? i.e. shipping, customer service, accounts receivable
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Sub Accounts that fall under multiple main accounts
How do you differentiate a sub account that can have the same name but be on more than 1 main account. Schools are a problem for us in graphical since they can have their own account billed directly to the school, the schoolboard can have them as a sub account for billing that goes through the school board, etc. We have a Catholic school that has a sub account on 4 different accounts. Graphical order entry only display's the sub account or ship to name. How do you tell them apart in graphical?
Just curious how you are handling this scenario. It would be really helpful if there was a Customer Name column with the customer name from the customer master.
Any input would be appreciated.
Robert Gauthier
Sayes Office Supply
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Brandon OPNV
Jun 20
I'm about to go through this with the Library here. They have separate accounts for each location (hold over from a acquisition), and I am going to set them up with one account with all the locations as sub accounts. I have asked them what their internal numbers are that they use for their locations and I will make the sub account number match that number. I will then make the Sub Description match their internal description. In your screen shot, would modifying the Sub Desc. help solve this? It looks like you have account name in both of those fields. Name the Sub Description HSM-Direct School, HSM-School Board, HSM-Yet Another Bill to.
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Thank you for the information!