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Terms and Lists descriptions
| ITEM | DESCRIPTION |
|---|---|
Payment Terms | If you would like to set the terms by customer profile you can configure the list of available terms here. These should match up identically with the terms list in your QuickBooks (complete those first). Each term should be no longer than 31 characters. Place each term on a different line. |
| Sales Rep Code | If you would like to link (and track) orders and customer profiles to sales representatives in your organization, then enter the list of codes that you would like to use. Each sales rep code should be no longer than 10 characters long. Place each sales rep code on a different line. |
QuickBooks Classes | Customer Profile: If you would like to set the QuickBooks class by customer profile you can configure the list of available classes here. These should match up identically with the class list in your QuickBooks. Each class should be no longer than 31 characters. Place each class on a different line. Users of BEOE: If you would like to assign a QB class to orders placed via the Back-End Order Entry tool, you can configure a QB class for each user on the account. Please note that this will override any class associated with the customer profile. This type of configuration is typically used to track a commission structure for inside sales reps. Each of your configured users will appear in this section with a text box provided to enter their unique code. |
Configuring the Terms and Codes
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Open (run) your QuickBooks software and from the main menu, navigate to:
| Panel |
|---|
Lists → Customer & Vendor Profile Lists → Terms List |
The following screen shows the above path in QuickBooks.
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Open (run) your QuickBooks software and from the main menu, navigate to:
| Panel |
|---|
Lists → Customer & Vendor Profile Lists → Sales Rep List |
The following screen shows the above path in QuickBooks.
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Open (run) your QuickBooks software and from the main menu, navigate to:
| Panel |
|---|
Lists → Class Lists |
The following screen shows the above path in QuickBooks.
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| Note |
|---|
If you cannot locate Classes, then it must be enabled. In QuickBooks navigate to: Edit → Preferences → Accounting → Company Preferences
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UltraCart Configuration
Now that your QuickBooks configurations are complete, it's time to configure the exact same codes (those that you want configured) in UltraCart. Log in to your UltraCart account and Navigate to:
| Panel |
|---|
Main Menu → Configuration → Back Office [section] → QuickBooks Terms and Lists |
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Once you have configured both QuickBooks and UltraCart codes they will appear at the Customer Profile editing screen. In UltraCart, Navigate to:
| Panel |
|---|
Main Menu → Customer Profiles → Manage → Edit |
Below is a sample Customer Profile screen showing the Sales Rep. Code, Terms and QuickBooks Classes fields with drop-down choices. You would simply click the down arrow to select your choices for each field. Click the save button when finished.
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