Customers & Contacts
- Create a New Contact for a Customer or Vendor
- Adding Customer PO and Order Number Barcode to Packing Slips
- Updating Credit and Tax Details for a Customer
- Adding and Editing Customer and Vendor Locations
- Add Price to Picking and Packing Slip Options on Admin and Customer Level
- Set Lot/Item Aging Requirements for a Customer
- Warehouse Locations and Location Types
- Overnight Inventory Allocation Options in 10X; Reallocate Inventory Overnight by Wanted Date
- Changing Entity ID's in 10X ERP (Customer, Vendor, Item)
- Credit Hold Management and Customer Settings
- Default Settings for New Customers
- How to Set Up Customer and Item Price Groups in 10X ERP
- Setting Up Pricing (Customer) & Cost (Vendor) Rules for Quantity Breaks
- Receiving Negative Payment from Customer; Paying a Customer
- How to Manage Inventory Allocations in 10X ERP: An Overview of the Process, Settings, and Triggers
- Using Customer & Vendor Tags to Search on Quotes, Orders, RFQs, and Purchase Orders
- Customer Inquiry Basics
- How to Resend and/or Print a Customer Invoice
- Creating Customers, Contacts, and Locations
- Customer Sales History in 10X ERP