Articles

FAQ: How To Batch Convert Sales Order To Invoice

  1. From the Customer module, you can batch convert from Sales Orders to Sales Invoices by...
FAQ: How To Batch Post Sales Invoices

1. From the Customer module, you can batch post Sales Invoices by clicking on the Invoice >...
FAQ: How To Convert All Existing Customers to Commercial

1. You may go to the SQL Management Studio and select the desired database. 2. Back up the...
FAQ: How To Create Customer Refund

Synopsis: If you need to give back the customer his payment for a disputed transaction or...
FAQ: How To Disable Price Scheme Alert on Sales Order

Synopsis A pop-up screen comes up when you enter a line item in a Sales Order: 'The pricing...
FAQ: How To Enable "Blind" Credits Or Direct Refund Using Interprise Gateway

Synopsis: When trying to process a refund inside the application, this message is displayed in...
FAQ: How To Include Items with No Allocation in Order Picking Ticket Report

Synopsis: Items with no allocation are not included in the Order Picking Ticket Report....
FAQ: How To Void Posted Receipt

  A. Receipt Was Done Within Sales Invoice If the payment was created within the Invoice (Sales...
FAQ: How to Allocate a Credit Memo to Posted Sales Invoice

Synopsis: How to allocate a Credit Memo to a posted Sales Invoice Procedure Go to Customer...
FAQ: How to Allow Manually Created Sales Order to Show in the Website

  One of the features included in the Sales Order form is the Webstore Code. It allows you to...
FAQ: How to Enable, Create, Assign and Modify Product Filter

The Product Filtering feature of Connected Business allows you to control what products can be...
FAQ: How to Set Up Affiliates or Sales Representatives

Sales Reps or Affiliates are very essential entities to market one’s business on the Internet....
FAQ: Number of Copies Option is Disabled in Print Dialog

Synopsis: The user is unable to choose or set the Number of Copies in Print Dialog. Solution:...
FAQ: 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...
FAQ: Response Msg: This transaction has been authorized verbally. Please perform a force transaction manually to capture the funds

Synopsis: After selecting the Verbal Authorize and Force option when creating a credit card...
FAQ: Shipping Notification Email Does Not Contain an Email Address in 'In To' Field

Synopsis: After completing the shipment, when you click on Send Email in the Shipment Form, the...
FAQ: 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...
FAQ: Supported Credit Card Swiper for POS and CB Client

Supported Credit Card Swipers Connected Business POS (Web-Based Application), the supported card...
Known Issue: Customer Refund Error: Pre-Authorization check failed

Synopsis: When processing the credit card payment, the user encounters the error message...
Known Issue: Error in opening the "Ship To" from Customer "Ship To List" tab

Synopsis Error "Implementing Parent Module is Not Included in this User Role" when I tried to...
Known Issue: Incorrect Payment Terms During Checkout

Synopsis: A user created a Retail Web Payment Term Group and selected the Credit Card as its...
Known Issue: No Bill To and Ship To are Generated During Customer Import

      Synopsis:  Successfully imported the list of customers using the Import Manager but...
Known Issue: Printing Sets Completed Sales Order back to Ready to Invoice

Synopsis: Printing sets Completed Sales Orders back to Ready to Invoice because Back Orders and...
Known Issue: Sales Tax Not Calculating for Customer That Uses Zip+4 Address

Synopsis: Creating a sales order for a customer who uses a Zip+4 address does not calculate tax....
Known Issue: Unable to Void Unposted Invoice Even If Shipment Has Already Been Voided

Synopsis  Even if the shipment has already been voided, ‘The order has been shipped already....
Known Issue: ‘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 trying to...