Bank Initials - BA

Used for Bank Deposit Entry drop down for Bank on Cheque Details.

•Description - The bank initials description. i.e. ANZ, CBA etc

•Detail - Not applicable.

Card Types (Credit/Debit) - CA

Used for Bank Deposit Entry drop down for Card Type on Card Details -

•Description - The card type description. i.e VISA, AMEX etc

•Detail - Not applicable.

Call History Template (Debtors) - CH

Used for New Call window in Global Customer Enquiry > Call History > Call Templates drop down.

•Description - The call template name. i.e. Phoned to follow up overdue account.

•Detail - The call detail. i.e. Customer assured that payment would be made within 7 days.

Service Cancellation Reason - CR

Used for Service Job Cancellation Reasons Drop-Down.

•Description - The service cancellation reason. i.e. Issue resolved itself.

•Detail - Not applicable.

NCN/CAR Long Term Actions - LT

Used for NCN/CAR/RFC Long Term Actions Drop-Down.

•Description - The long term action description. i.e Faulty product - credit from supplier required

•Detail - Not applicable.

Note Categories - NC

Used for Debtors/Creditors/Products/GL/Equipment/Employee Notes and Attachments Category Drop-Down.

•Description - The note category description. i.e Invoices

•Detail - Not applicable.

Note Templates - NT

Used for Debtors/Creditors/Products/GL/Equipment/Employee Notes and Attachments Template Drop-Down.

•Description - The note template description. i.e Annual Pricing Review

•Detail - The note detail if required.

Sales Order Cancellation Reasons - OC

Used for Sales Order Cancellation Reasons Drop-Down.

•Description - The description of the sales order cancellation reason. i.e Duplicate order

•Detail - Not applicable.

Pickrun Remove Reasons - PR

Used for Remove from Picking Run Reasons Drop-Down.  

•Description - The reason for removing the order from the pickrun i.e Convert to Cash Sale on Pickup

•Detail - Enter Y in the detail box if this removal reason should mark the order as picked when removed from the picking run

Price Comparison Suppliers - PS

Used for Price Comparison Suppliers Down-Down.

•Description - The supplier description for price comparisons. i.e XYZ Commercial

•Detail - Not Applicable.

Customer Referral Source - RS

Used for Customer Referral Sources.

•Description - The customer referral source description. i.e Internet, Website etc

•Detail - Not Applicable.

Stock Adjustment Reasons - SA

Used for Stock Adjustment Reason Down-Down.

•Description - The stock adjustment reason i.e Stock not on shelf

•Detail - Not applicable

SMS Message Templates - SM

Used for SMS Message Templates.

•Description - The template description. i.e Sales Order Collection

•Detail - The template detail. Merge fields can be used if required for a more personalised template.

Merge fields available -

<<ORDERNO>> = The sales order number

<<CUSTORDERNO>> = The customer order number on the sales orders

<<COYNAME>> = BBS Company Name

<<WHADDRESS>> = Warehouse address of the sales order for pickup purposes

<<WHPHONE>> = Warehouse phone number of the sales order

NCN/CAR Short Term Actions - ST

Used for NCN/CAR/RFC Short Term Actions Drop-Down.

•Description - The short term action description. i.e Faulty Product - Refund Required.

•Detail - Not applicable.

Double-T Product Tags - TT

Used for Double-T Product Tags.  

•Description - The product tag description. i.e AUSMADE

•Detail - The product tag detail. i.e Made in Australia

Warehouse Staff - WS

Used for Warehouse Staff Drop-Downs (eg 'Storeperson' in Picking/Packing/Despatch and 'Checked By' in Stock Receipting).  

•Description - The staff members initials i.e JS

•Detail - The staff members name i.e Jane Smith