Knowledge base

Change the Name of a Sales Item

The ‘Alert Shorts!’ video below will show you how to change the name on a sales item.

May 21, 2020

Delete a Same-Day Back Office Payment or Credit Memo

The ‘Alert Shorts!’ video below will walk you through deleting a payment or credit memo from the back office which was added today.

Customer ID4 Codes with Commission (Customer)

Report Output Example: ************************************************************************************* list/nobanner/title = “Codes Setup Customer ID4 Codes”/dup cs_id4:cs_id4_code cs_id4_desc cs_rent_commission cs_sale_commission cs_subrent_commission sorted by cs_id4:cs_id4_code end of page “”/newline =3 “Found in Codes Setup>Customer – Codes>ID4 Tab.”

Purchase Order Departments (PO)

list/nobanner/title = “Codes Setup PO Departments”/duplicates/nototal al_dept:al_dept_code al_dept_desc sorted by al_dept:al_dept_code end of page “”/newline =3 “Found in Codes Setup>Purchase Order Setup>Departments Tab.”

Delivery Labor Codes (Party Delivery)

Report Output Example: ********************************************************************************** list/nobanner/title = “Codes Setup Delivery Labor Codes”/duplicates/nototal al_lbtyp:al_labor_type/heading = “Code” al_labor_type_desc/heading = “Description” gl_acct/heading = “GL Account” sorted by al_lbtyp:al_labor_type end of page “”/newline =3 “Found in Codes Setup>Party Delivery>Delivery>Labor Codes Tab.”

Delivery Crew (Party Delivery)

list/nobanner/title = “Codes Setup Delivery Crew”/duplicates/nototal al_crwcd:crew_init crew_name hourly_rate hourly_cost sorted by al_crwcd:crew_init end of page “”/newline =3 “Found in Codes Setup>Party Delivery>Delivery>Crew Init Tab.”

Dashboard User to Role (Dashboard)

Report Output Example: ***************************************************************************** list/nobanner/title = “Codes Setup Dashboard User to Role”/dup al_inirl:al_uini/heading = “User” al_role_code/heading = “Role Code” al_roles:al_role_desc/heading = “Description” sorted by al_inirl:al_uini end of page “”/newline =3 “Found in Codes Setup>Dashboard>User to Roll Tab.”

Location Sales Goals (Dashboard)

list/nobanner/title = “Codes Setup Dashboard Location Sales Goals”/dup al_lcpln:al_location/heading = “Location” al_month/heading = “Month”  al_sales_goal/heading = “Sales Goal” al_service_goal/heading = “Service Goal”  al_other_goal/heading = “Other Goal” sorted by  al_lcpln:al_location end of page “”/newline =3 “Found in Codes Setup>Bolt-On – Dashboard>Location Sales Goals Tab.” list/nobanner/title = “Codes Setup Dashboard Sales Person Goals”/dup al_slpln:al_location/heading = “Location” al_csini/heading […]

Commission Table (Bolt-On Commissions)

Report Output Example: ********************************************************************************************************* define file group = access fr_group, set fr_group:fr_group = al_comtb:al_group_or_cat, generic define file categ = access sl_categ, set sl_categ:sl_category = al_comtb:al_group_or_cat, generic list/nobanner/domain = “al_comtb”/title = “Codes Setup Commissions Table (For Commissions Module) “/dup if al_comtb:al_cs_type = “R” then “Rental” else “Sales”/heading = “Rental or-Sales” al_group_or_cat/heading = “Group or-Category” if al_comtb:al_cs_type […]

Commission ID Table (Bolt-On Commissions)

define file slsp= access al_csini, set al_csini:al_csinits=al_comid:al_comm_id , generic list/nobanner/title = “Codes Setup Commission ID’s Table (For Commissions Module) “/dup al_comid:al_commission_clerk_default/heading = “Type” al_comm_id/heading = “Commission-ID” slsp:al_cs_person/heading = “Salesperson” al_cs_plan/heading = “Plan” sorted by al_comid:al_location/page al_comid:al_location al_commission_clerk_default end of page “”/newline =3 “Found in Codes Setup>Bolt-On – Comissions> Comission ID’s Tab.” Top of Page al_comid:al_location […]