Master Records

Master Records Overview

• Administration

  • Create Companies

  • Create Divisions

  • Create Accounting Periods

  • Edit E-Mail Settings

  • Division Settings

• G/L

  • Create G/L Account Formats

  • Create G/L Sub Types

  • Create G/L Accounts

  • Setup G/L Control Accounts
    
    
    

• Security

  • Create Users 

  • Create User Groups
    
    
    

• Inventory

  • Create Inventory Legends (Formats)

  • Create Inventory Locations

  • Create Warehouse Bins

  • Create Adjustment Codes

  • Create Markup Codes

  • Create Unit of Measures

  • Create Inventory Types

  • Create Items 

  • Import Feed Tags from Brill
     

• Miscellaneous

  • Create Bank Accounts

  • Create Currencies

  • Create Terms of Sales

  • Create State/Provinces

  • Create Countries

  • Create Reclass Codes

  • Create Reporting Calendars

  • Create Global Messages
     

• Payables

  • Create Vendor Types

  • Create Invoice Types

  • Create Vendors 
     

• Logistics

  • Create Freight Terms

  • Create Shipment Terms

  • Create Routes
     

• Taxes
   

• Purchasing

  • Create Purchase Order Types
     

• Custom
   

• Reports
   

• Sales

  • Create Customer Sort Codes

  • Create Geographical Locations

  • Create Sales Analysis Groups

  • Create Statement Frequencies

  • Create Remit To Addresses

  • Create Customers 

  • Create Customer Locations 

  • Create Customer Items

  • Create Miscellaneous Charges

  • Create Deposit Types

  • Create Payment Types
     

• EDI

  • Create EDI Document Types

  • Create EDI Partner Codes
     

• Pricing

  • Create Price Groups

  • Create Market Sources

  • Create Market Regions

  • Create Market Types

  • Create Market Formulas

  • Enter Daily Market Prices 

  • Edit Daily Market Prices

  • Create Price Contracts

  • Order Templates 

  • Create Price Basis Codes
     

• Rebates

  • Create Rebate Codes

  • Create Rebates