Author: Aswathy S Vijayan

How to add phone number in the address template

Scenario Client cannot see the phone number under the billing and shipping address of the transactions even though it is added in the address page. Solution Navigate to Customization > Forms > Address Forms Standard Address Form: Click Customize Locate Phone Show: Enter Checkmark Template ID Field: Copy ADDRPHONE Address Template:Paste <ADDRPHONE> Under the country subtab add the country Click Save

Applying a Customer Deposit

A customer deposit can be applied against an invoice when the order is complete. Deposits are applied by creating a Deposit Application transaction. It can be applied against an invoice either from a customer deposit record or on a customer payment form. Apply a deposit from a customer deposit record: Go to Transactions > Customers… Continue reading Applying a Customer Deposit

Partially pay an Invoice by Credit Card and Cash

1. On the Invoice (with amount=1,000.00 for example), click on Accept Payment button (Another way is to navigate to Transactions > Customers > Accept Customer Payment)2. On the Payment screen > Apply tab > Invoices subtab > Mark the Invoice > Enter the partial amount on the Payment Amount field (For example, a credit card payment is only 500.00; then, enter 500.00 on the Amount field.)5. Navigate to the Payment Method tab > Enter all credit card information,… Continue reading Partially pay an Invoice by Credit Card and Cash

Customise a saved search which automatically sends email alert to sales reps when new sales order are entered

–Go to list>search>saved search>new>transaction -Under criteria tab> standard subtab type= sales order main line= True Date is within today -Under Results tab>column subtab number, name ,amount,sales rep fields are added -Under Email tab mark send email alert when records are created/updated -Go to specific recipients tab add an employee name –Receipts from results tab add… Continue reading Customise a saved search which automatically sends email alert to sales reps when new sales order are entered

Cash Sale Print PDF Customization

Print shipping cost on cash sale print. The shipping cost is under the shipping tab of Cashsale. Need to print the shipping cost when it has value. If it is empty, shipping cost field shouldn’t be printed. <tr><#if record.shipmethod?has_content> <td align=”right”><b>${record.shippingcost@label}</b></td> <td align=”right”>${record.shippingcost}</td></#if> </tr>

How to Create a List of Item Receipts from a Specific Vendor for a Specific Month

Need a list of Item Receipts from a Specific Vendor for a specific month. 1. Navigate to Reports > Saved Searches > All Saved Searches > New.2. Select Transaction from the list.3. In Criteria > Standard > Filter:    a. Select Type = Item Receipt    b. Select Created From Fields… from the dropdown and in the popup select Type. In the new popup box, choose Purchase Order    c. Main Line=False    d. Select Quantity from the dropdown and in the popup, select greater than and… Continue reading How to Create a List of Item Receipts from a Specific Vendor for a Specific Month

How to Generate a List of Item Receipts Created From Return Authorizations

1.    Navigate to Reports> Saved Searches> All Saved Searches> New 2.    Select Transaction as search type 3.    Assign name on the Search Title field 4.    On the Criteria tab> Standard sub tab> Filter column, set the following: a.     Type is any of Item Receipt b.     Formula (Text) contains Return Authorization then copy-paste this formula: {createdfrom} c.     Main Line is true 5.    On the Results tab> Columns sub tab, add the fields you wanted exposed on the report 6.    Hit Save & Run

Saved search to get the billing address of parent and sub customers

Scenario: How to get the billing address fields of parent and sub-customers.? Solution: 1)Create a customer saved search: navigate to list>search>saved search>new Customer Saved Search: Click Edit Click Criteria Click Standard Filter: Select Sub of Description: Select is not -None– Filter: Select Stage Description: Select is any(prospect,lead,customer) Filter: select address fields sub Customer Field: Select billing address Description: Select is true Filter: select parent customer fields… sub Customer Field: Select… Continue reading Saved search to get the billing address of parent and sub customers

PROPOSAL FOR UPDATING THE BILLING ADDRESS OF THE PARENT ACCOUNT AND THE SUB-CUSTOMER ACCOUNTS

Requirement: Client wants to update the billing address of the parent accounts and all their sub-customers accounts. The following are the changes to be made : The Billing street Address 1 to: new value The Billing street Address 2 to: make the field empty The Billing Postal Code/Zip to: new postal code. The billing information… Continue reading PROPOSAL FOR UPDATING THE BILLING ADDRESS OF THE PARENT ACCOUNT AND THE SUB-CUSTOMER ACCOUNTS