POS Vouchers, Gift Certificate & Gift Card Setup, Issuing and Redemption
Voucher Requirements There are two things that must be present in order to process a voucher or gift card as
General Ledger Training
Initial training and overview of General Ledger.
Store Transfers
Instructions on how to do inter-store transfers for multi-store systems.
Matrix Receiving
Overview of the differences seen when receiving matrix items.
Unkit
How to order an item that will be split into multiple items.
Preparing For Rush
How to use the Pre-Order worksheet to plan ahead for rush ordering.
Create AR Customer
Quick guide on create a new AR customer account.
Creating AR Agents
Guide on how to create AR agents.
Background Processing (Self Hosted)
Overview Background Processing allows you to run recurring reports as background processes to be run immediately or at scheduled times.
AR History
Instructions on how to move invoices and accounts to history, clean up the cross references and view historical data.