Customers & Contacts
- Creating a Sales Order Return; Customer Return of Parts, Items, or Inventory
- Creating an Item Cross Reference (XREF) for a Vendor or Customer
- Creating a New Customer or Vendor
- Creating an On Account Payment for a Customer
- Receive Customer Payment for Open Invoices
- Receiving a Credit Card Payment on an Open Customer Invoice
- Lot Allocation and Viewing Lot Details of an Order, Shipment, or Work Order Line
- Adding Customer and Item Notes; Printing Customer and Item Notes on Quotes, Sales Orders, Work Orders, and Purchase Orders
- Order Entry: Email Notification Options
- Finding Past Due Customer Sales Order Invoices
- Generating and Sending a Customer Statement
- Sales History of a Customer
- Quick Entity Creation - Sales Orders, Purchase Orders, Quotes, Customers, Items, etc.
- State Tax Exemption for Customers
- Editing a Location within a Sales Order
- Creating a New Customer Location within a Sales Order or Quote
- Set a Parent Customer for a Customer Branch; Credit Details for Branches of a Parent Customer
- Create a New Contact for a Customer or Vendor
- Managing Location Properties in 10X ERP (Hold Inventory, Allocation, etc.)
- Updating Credit and Tax Details for a Customer
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