Setup and Maintenance
- How to set up a client who is already on CARM? What is IBS and Emulated IBS?
- Video - Setting Up Auto Invoicing / Auto Billing Functions on Customer Setup Screen for Customs Flow
- Setting Up the Online PARS tracker and Online Document Self Service (iFrame Compatible). Settup up document portal users
- B2 Control File Creation
- Salesman Commission
- Setting up a client with a GST Direct Profile
- Client Invoicing HST Description Customization
- Brokerage Schedule
- CADEX Holiday Schedule configuration
- Client Profiling
- Database Management - Bulk Importing products via Excel/CSV file
- Automated Email Jobs
- New Customer Information screen - Field Mapping