This guide explains how to set up and automate invoice creation in your system and introduces the Source Invoice Workflow...
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...