Video tutorial

Watch our online video tutorial on creating a new customer.Watch on YouTube

Set defaults for Gage Calibration

Sales Tax (If charging sales tax, how much? Example: 9.5
FOB
Carrier
Shipping Account:
Sold To
Ship To
ASN Emails (Seperate by a semi-colon)
QB Customer Name
Invoices in Quick Books (For Quick Books importing, send email invoice or a postal invoice)
Margin (Whole numerical number. Example 25)
Material Margin (Whole numerical number. Example 25)
Material Certs
Inspection Report Required
Certificate of Conformance
Sales Rep (Showing all employees setup with "Sales Rep" checked)
Sales Rep Commission (Whole numerical number. Example 25)
Alternate Shipping Account #1: (Used to save alternate shipping asccounts)
Alternate Shipping Account #2: (Used to save alternate shipping asccounts)
Alternate Shipping Account #3: (Used to save alternate shipping asccounts)
Alternate Shipping Account #4: (Used to save alternate shipping asccounts)
Customer Notes

Cancel