Set up Order Entry (for Administrators)
Workflows and transaction definitionsSet up a buy-to-order workflow ItemsPrice listsCustomers |
Import dataPrint and emailAssign email templates to customers Top solutionsHow do I set up contract term dates? Can I change the transaction definition order in menus? How do I change how fields display in transactions? Where do I set up default payment accounts for multi-currency transactions? How do I let users change bill-to/ship-to email addresses on transactions? Where can I define which users have access to certain transaction definitions?
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