Requirement: The Sales Order created does not auto-populate the Terms field on the transaction. This should auto-populate with the Terms assigned to the Customer’s record. Solution Create a Workflow for the Sales Order that would set the field’s value depending on the Term that is set on the Customer’s record. Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter NameExample: Sales… Continue reading Populate Terms Field on a Sales Order
Tag: payment terms
Proposal For Adding a Button Link to Paystand payment In the Checkout process
Requirement: “When the customer is checking out, check the possibility of adding a pay now link using PayStand. We have already submitted a proposal for adding a Pay-now link in invoice records on the website, which is attached to this task. Please check that also.” Our Solution We have found two possibilities for adding the “Pay… Continue reading Proposal For Adding a Button Link to Paystand payment In the Checkout process
Payment terms for each subsidiary separately
Payment terms for each subsidiary separately
Setting Due on recipet as default term in the transcations
Set default payment term
Website Changes
Oneweld Website Change for shipping method, payment terms, payment option