Setup
- How to get RNS notifications or How to setup RNS job.
- Bill To Account Setup
- How to setup Charge Code and link with the GL Account.
- Carrier Code addition/info and when we need it.
- Salesman Commission. How to set up a Salesman commission?
- Brokerage Schedule
- Database Management: Bulk Importing products via Excel/CSV file Or how to import products with Excel/CSV?
- UOM Conversion (Unit of Measure Conversion)
- How to Copy/Move/Delete parts/products links from/to Client and Vendor?
- How I can remove the client status from COD?
- Video: Basic Client / Customer Setup
- How to set up a client who is already on CARM? What is IBS and What is Emulated IBS? OR How to setup Account Security?
- Managing Raters: Where to find rater # or how to add a rater or how to get a raters list?