Portal Home > Knowledgebase > Customer

Articles

 Create Customer Refund

Synopsis In an event that you give back the customer his payment for a disputed transaction or items he returned, you may use the Customer Refund option to take this into account. Create...

 Customer Refund Error

Symptoms:  When process the credit card payment the customer encountered the error message like “pre-authorization check failed”.  Complete error below: Unablle to process the following credit...

 How To Batch Convert Of Sales Order To Invoice

Synopsis: How To Batch Convert Of Sales Order To Invoice   Solution: 1. From the Customer module, you can batch convert from sales orders to invoices by clicking on the Invoice > Confirm...

 How To Batch Post Of Invoice

Synopsis: How To Batch Post Of Invoice   Solution: 1. From the Customer module, you can batch post invoice by clicking on the Invoice > Post Invoice. 2. A search screen of unposted invoice...

 How To Convert All Existing Customers to Commercial

Synopsis How To Convert All Existing Customers to Commercial Address Type   Procedure 1. You may go to the SQL Management studio and select the desired database. 2. Back up the database Steps...

 How To Enable "Blind" Credits Or Direct Refund Using Interprise Gateway

Synopsis: When tried to process refund inside the application, this message is displayed in the Payment Form. “Error Number: 1 Result: User 'Interprisetest' is not allowed to process credit...

 How To Void Posted Receipt

  A. Receipt Was Done Within Sales Invoice  If the payment was created within the Invoice (Sales Invoice > Enter Payment Button), the only way that you can void the payment is by voiding the...

 How to Allow Manually Created Sales Order to Show in the Website

Synopsis: How to allow manually created Sales Order to show in the website.   Solution: One of the feature included in the sales order form is the Webstore Code allows you to view your sales...

 How to Change the Quantity or Delete the Line Items that Were not Received on the Partial PO

Synopsis How to change the quantity or delete the line items that were not received on the Partial PO?   Procedure Note: Since you can no longer delete items in partial PO and no way to...

 How to Create a Manual Credit Card Payment Type in Order to Capture Payment once Authorization Expired

Synopsis: How to Create a Manual Credit Card Payment type in order to capture payment once authorization expired   Solution: 1. From the Banking Module, click the Setup button, highlight the...

 How to Enable, Create, Assign and Modify Product Filter

Synopsis: How to Enable, Create, Assign and Modify Product Filter   Solution: The Product Filtering feature of Connected Business allows you to control what products can be seen by your...

 How to Set Up Affiliates (Sales Rep)

Sales Reps or Affiliates are very essential entities to market one’s business on the internet.  Through such, a certain online store is able to establish its presence in the internet as well as...

 Including Items with No Allocation in Order Picking Ticket Report

Synopsis: Item with no allocation is not included in the Order Picking Ticket Report.   Solution: For unallocated items to still show in the report, set allocated items in Picking Ticket Report...

 Incorrect Payment Terms During Checkout

SYMPTOMS: In the system the customer created a payment term group called "Retail Web" and selected the Credit Card as the payment term. Then he changed the Default Retail Customer also to use the...

 Number of Copies Option is Disabled in Print Dialog

Synopsis: User is unable to choose or set Number of Copies in Print Dialog. Solution: When computer's display is set to a larger display, number of copies option is disabled in print dialog. To...

 Printing Sets Completed Sales Order back to Ready to Invoice

Synopsis: Printing Sets Completed Sales Order back to Ready to Invoice because Back Orders and Sales Orders that were showing in drop shipment has a 'print pick note' status even if it's...

 Rate Quotes Option is Greyed Out During Shipment if From Web Orders

Synopsis: Rate Quotes option is greyed out or disabled during shipment if from web orders   Cause/Explanation: It is by system design that the rates from web order will be used so that the...

 Response Msg: This transaction has been authorized verbally. Please perform a force transaction manually to capture the funds

Synopsis: After selecting Verbal Authorize and Force option when creating a credit card payment, this message will be displayed Response Msg: This transaction has been authorized verbally. Please...

 Sales Tax Not Calculating for Customer That Uses Zip+4 Address

Synopsis: Creating sales order for customer that uses Zip+4 address does not calculate tax. Cause: The default value for plus 4 low and plus 4 High is 0-0. Solution: Attach is the script to...

 Shipping Notification Email Does Not Contain an Email Address in To Field

Synopsis: After completing shipment, when you clicked on Send Email in the Shipment Form, Shipping Notification email does not contain an email address in To Field   Cause/Explanation: ‘Send...

 Supported Credit Card Scanner Unencrypted In ERP Client – The MagShell®900 Magnetic Stripe Reader

For the unencrypted ERP credit card swipe feature, we only support the MagShell®900 Magnetic Stripe Reader from Card Scanning Solutions : http://www.card-reader.com/hardware_magshell900.htm...

 Supported credit card swiper for POS and CB Client

Supported Credit Card SwipersMobile POS(Ipad), the supported card reader is ID Tech Shuttle Magnetic Stripe. See link for more details....

 USPS Error Unable to validate Ship To address. Dial-A-Zip error: Address not found. Error encountered (Log ID: 34654)

How Do I Fix The Errors That Show Up During Label Creation? 1. While creating shipping labels in a batch, you may encounter error messages on certain shipments. In the example, the error message...

 Unable to Void Unposted Invoice Even If Shipment Has Already Been Voided

Unable to Void Unposted Invoice Even If Shipment Has Already Been Voided   Synopsis  Even if shipment has already been voided, ‘The order has been shipped already. Voiding was cancelled.’ will...

 ‘Credits Are Not Enabled REFID: XXXXXXX’ Displays When Processing A Credit Card Refund

Synopsis: ‘Credits Are Not Enabled REFID: XXXXXXX’ displays in the Result box when tried to process a credit card refund. Solution: The Interprise Gateway 2.0 in Connected Business enables...