Management and Administration Overview

The system offers many features that help make management and administration more efficient. The topics in this section of the help system explain how.

Managing Credit Customers

Manage credit customers by learning how to release credit holds, when appropriate.

Reviewing Sales and Orders

Review orders by comparing year-to-year sales, purchases or transfers, by using various reports, by tracking sales sources, and by viewing changes to orders.

Managing Your Sales Force

Use the system to more effectively manage your sales force. For example, you can change price and profit control parameters, charge back commissions, edit commission percentages, and report on commission pools.

Managing Printing

Manage printing tasks with activity triggers and print styles, and set up ship tickets to print automatically.

Managing Comments, Messages, Notes, and Prompts

Create and enable order entry comments, messages, reminder notes, customer notes, and shipping instructions, and create general and customer-specific order entry prompts.

Managing Month-End Reporting

Learn how to manage month-end reporting by changing invoice ship dates to exclude certain orders from reports, or to move certain invoices outside a fiscal month.

Converting to Eclipse

Use the Post Sales Order Entry program to transfer sales orders from your old system into the new system, or in other special circumstances.