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Jason

Jason Dunn

jasondunn@ten-25.co.uk

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Increasing User Purchasing and Credit Note Limits

Published January 26th, 2023 by Jason Dunn

What are Purchasing and Credit Note limits? Each user has a separate purchasing and credit note limit.  This figure is the financial value under which that user can place a purchase order or authorise a credit note.   Can a user create a purchase order or credit note above their limit? Users can still create a draft purchase order or credit note abo

1195 Views 1 min

Setting up a customer to have invoices emailed to multiple addresses

Published January 26th, 2023 by Jason Dunn

You should first access the customer which you would like to change and then click on the edit button. You should then scroll down until you are able to view the Invoice Control heading as shown below. You should then click on the Invoice Email field, within here you can add in a second email address. email addresses separated by comma All email add

1300 Views 1 min

How to release Sales Order Locks

Published August 2nd, 2023 by Jason Dunn

Order locks are applied by Merchanter to prevent two people from editing the same sales order at the same time and working from an outdated version of the order. If multiple employees are logged into the same user account, it is possible for orders to become locked meaning they can’t be edited. To unlock these orders you should go to Sales > Orde

1431 Views 1 min

Setting up MIS Time Periods

Published January 26th, 2023 by Jason Dunn

What are the MIS periods The MIS periods are the trading periods of your financial year.  By default they correlate to the calendar months in the year, but a custom calendar of periods can be configured. This article refers to setting up a standard MIS calendar based on 12 trading months   How to setup the MIS calendar periods Setting up MIS Time Pe

1351 Views 1 min

How to create a special offer for a product

Published May 9th, 2023 by Jason Dunn

A special offer can be setup on a product to allow you to sell the product at a reduced rate for a specific period of time. To add a special offer to a product you should first view the product which you would like to add a special offer to, click the edit button and then view the price scheduling tab. The next step is to click on +New, this will th

1145 Views 1 min
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