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Viewing Information on A Specific Account

Published on February 12, 2016
  1. Click on Account Management
  2. Click on Account Profile
  3. Select and change the account number at the top as needed.
  4. Click on the headings on the left side to view different details about the account.

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Viewing Information on All Your Accounts

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Setting Sources
  • Viewing Information on A Specific Account
  • Setting Sources
  • Setting Field Selection
  • Setting Account Ranges
  • Setting Breaks
  • Setting Parameters
  • Adding a Report
  • Where do I add shipping costs?
  • I receive additional discounts after I give my supplier a PO number. How can I change the amounts on the purchase order?
  • Where can I find my Purchase Order number?
  • How do I enter a discount in a requisition?
  • Initiate the Sale
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