How to Automate Invoice Creation 1. Navigate to the Sources tab 2. Enter the Vendors Tab in the top left...
How to Add Do Not Import Rules Click on the "Source" tab on the left Click on the "Gear" icon...
How to Add Order Rules Click the Settings icon Select Orders Choose the appropriate section: Importing, Invoices, or Routing Click...
How to Add Price & Quantity Rules Globally: Click the Settings icon Select Products Choose Pricing/Quantity Click Add Rule Be sure...