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Setting up Printers

Using the printer setting window you can specify which printer will print each type of document (invoices, day end, etc)....
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Adding New Attributes

This article will show you how to create new attributes. The attributes are referred to as user-defined fields (UDFs), custom metadata,...
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Adding New Employees

1. New employees can be added to the system from the setup menu. Log into the system, and then access...
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General Ledger Accounts

In order to properly export your daily or monthly general ledger for use in your accounting program, you first have...
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Adding New Positions

You can add new employee positions, or edit the permissions on old positions, using the setup menu. First, Log into the...
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Setting Up Advanced Tax Rates

The advanced tax rate function allows you to set up multiple tax rates based on customer shipping addresses. This is...
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Setting Employees to Inactive

From the employee setup screen, you can set an employee as inactive and render that employee unable to log into...
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Attribute Types (Formats)

This article will list the different types of attributes To understand how to create and manage attributes and attribute sets see...
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Adding New Customer Types

1. Log into the system, and then access the Setup menu. Select General Settings tab. Type the name of your desired new...
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Setting Up Pricing by Margin

In order to setup pricing based on a suggested margin percentage, you need to create a special attribute called Suggested Margin. When...
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