Management Module

management-custom-fields-create

Extra Field – Create View

Module: Management
Screen Type: Create View
URL: /^management/custom-fields/create/
Model: ExtraField
Record Name: Extra Field
Plural Name: Extra Fields

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Content Type Relationship (single) TODO
Field Group Text TODO
Order Number (integer) TODO
Display Name Text TODO
Name Slug TODO
Field Settings JSON TODO
Widget Text (choice) TODO
Default Text TODO
Show In List View? Yes/No TODO
Should Field Be Required? Yes/No TODO
Help Text Text TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-custom-fields-id-update

Extra Field – Update View

Module: Management
Screen Type: Update View
URL: /^management/custom-fields/<pk>/update/
Model: ExtraField
Record Name: Extra Field
Plural Name: Extra Fields

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Content Type Relationship (single) TODO
Field Group Text TODO
Order Number (integer) TODO
Display Name Text TODO
Name Slug TODO
Field Settings JSON TODO
Widget Text (choice) TODO
Default Text TODO
Show In List View? Yes/No TODO
Should Field Be Required? Yes/No TODO
Help Text Text TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-custom-fields-id

Custom Field – Detail View

Module: Management
Screen Type: Detail View
URL: /^management/custom-fields/<pk>/
Model: CustomField
Record Name: Custom Field
Plural Name: Custom Fields

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-custom-fields

Custom Fields – List View

Module: Management
Screen Type: List View
URL: /^management/custom-fields/
Model: CustomField
Record Name: Custom Field
Plural Name: Custom Fields

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-customer-classes-create

Customer Class – Create View

Module: Management
Screen Type: Create View
URL: /^management/customer-classes/create/
Model: CustomerClass
Record Name: Customer Class
Plural Name: Customer Classes

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Fallback Yes/No If this option is selected, item prices will automatically be overwritten by price rules associated with this customer class. This should be enabled for your primary customer class to avoid potential pricing issues. Only one class may be configured as the pricing fallback.
Default Markup % Number (integer) (optional) If the system is enabled to use price rules and allows automatic creation of them, this setting determines how much the markup will be for this customer class.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-customer-classes-id-update

Customer Class – Update View

Module: Management
Screen Type: Update View
URL: /^management/customer-classes/<pk>/update/
Model: CustomerClass
Record Name: Customer Class
Plural Name: Customer Classes

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Fallback Yes/No If this option is selected, item prices will automatically be overwritten by price rules associated with this customer class. This should be enabled for your primary customer class to avoid potential pricing issues. Only one class may be configured as the pricing fallback.
Default Markup % Number (integer) (optional) If the system is enabled to use price rules and allows automatic creation of them, this setting determines how much the markup will be for this customer class.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-customer-classes-id

Customer Class – Detail View

Module: Management
Screen Type: Detail View
URL: /^management/customer-classes/<pk>/
Model: CustomerClass
Record Name: Customer Class
Plural Name: Customer Classes

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Fallback Yes/No If this option is selected, item prices will automatically be overwritten by price rules associated with this customer class. This should be enabled for your primary customer class to avoid potential pricing issues. Only one class may be configured as the pricing fallback.
Default Markup % Number (integer) (optional) If the system is enabled to use price rules and allows automatic creation of them, this setting determines how much the markup will be for this customer class.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-customer-classes

Customer Classes – List View

Module: Management
Screen Type: List View
URL: /^management/customer-classes/
Model: CustomerClass
Record Name: Customer Class
Plural Name: Customer Classes

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Fallback Yes/No If this option is selected, item prices will automatically be overwritten by price rules associated with this customer class. This should be enabled for your primary customer class to avoid potential pricing issues. Only one class may be configured as the pricing fallback.
Default Markup % Number (integer) (optional) If the system is enabled to use price rules and allows automatic creation of them, this setting determines how much the markup will be for this customer class.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-customer-tax-codes-create

Customer Tax Code – Create View

Module: Management
Screen Type: Create View
URL: /^management/customer-tax-codes/create/
Model: CustomerTaxCode
Record Name: Customer Tax Code
Plural Name: Customer Tax Codes

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-customer-tax-codes-id-update

Customer Tax Code – Update View

Module: Management
Screen Type: Update View
URL: /^management/customer-tax-codes/<pk>/update/
Model: CustomerTaxCode
Record Name: Customer Tax Code
Plural Name: Customer Tax Codes

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-customer-tax-codes-id

Customer Tax Code – Detail View

Module: Management
Screen Type: Detail View
URL: /^management/customer-tax-codes/<pk>/
Model: CustomerTaxCode
Record Name: Customer Tax Code
Plural Name: Customer Tax Codes

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-customer-tax-codes

Customer Tax Codes – List View

Module: Management
Screen Type: List View
URL: /^management/customer-tax-codes/
Model: CustomerTaxCode
Record Name: Customer Tax Code
Plural Name: Customer Tax Codes

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-customers-create

Customer – Create View

Module: Management
Screen Type: Create View
URL: /^management/customers/create/
Model: Customer
Record Name: Customer
Plural Name: Customers

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Customer # Text (optional) A customer's unique ID number. Leave this field blank for the system to generate one automatically.
First Name Text TODO
Last Name Text TODO
Company Text (optional) TODO
Display As Company Yes/No TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Phone Text TODO
Fax Text TODO
Email Text TODO
Auto Invoice Email Yes/No If enabled, the system will attempt to automatically email receipts to this customer at their specified email address
Statement Email Yes/No If enabled, the system will attempt to email statements to this customer at their specified email address
Salesperson Relationship (single) (optional) TODO
Class Relationship (single) TODO
Freight Zone Relationship (single) (optional) TODO
Freight Option Text (choice) (optional) TODO
Discount Schedule Relationship (single) (optional) TODO
Tax Code Relationship (single) TODO
Ignore Restrictions Yes/No If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations.
Creditlimit Currency Text (choice) TODO
Credit Limit Number (decimal) TODO
Credit Hold Yes/No If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases.
Receivable Account Relationship (single) TODO
Accountbalance Currency Text (choice) TODO
Account Balance Number (decimal) TODO
Written Off Yes/No If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing.
Payment Terms Relationship (single) TODO
Account Number Text (optional) An optional field that allows storage of a legacy customer account number or other identifying account information
Allow Cash Discount Yes/No If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts.
Free On Board Text (choice) (optional) TODO
Laborrate Currency Text (choice) (optional) TODO
Labor Rate Number (decimal) (optional) Sets the default labor rate for the service customer in the service module
Display Name Text (optional) TODO
Preferred Tender Text (choice) The customer will have this payment method selected by default when making a sale.
Detailed Statements Yes/No If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements.
Payment Gateway Id Text Stores the unique customer ID from the payment gateway

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-customers-id-update

Customer – Update View

Module: Management
Screen Type: Update View
URL: /^management/customers/<pk>/update/
Model: Customer
Record Name: Customer
Plural Name: Customers

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Customer # Text (optional) A customer's unique ID number. Leave this field blank for the system to generate one automatically.
First Name Text TODO
Last Name Text TODO
Company Text (optional) TODO
Display As Company Yes/No TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Phone Text TODO
Fax Text TODO
Email Text TODO
Auto Invoice Email Yes/No If enabled, the system will attempt to automatically email receipts to this customer at their specified email address
Statement Email Yes/No If enabled, the system will attempt to email statements to this customer at their specified email address
Salesperson Relationship (single) (optional) TODO
Class Relationship (single) TODO
Freight Zone Relationship (single) (optional) TODO
Freight Option Text (choice) (optional) TODO
Discount Schedule Relationship (single) (optional) TODO
Tax Code Relationship (single) TODO
Ignore Restrictions Yes/No If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations.
Creditlimit Currency Text (choice) TODO
Credit Limit Number (decimal) TODO
Credit Hold Yes/No If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases.
Receivable Account Relationship (single) TODO
Accountbalance Currency Text (choice) TODO
Account Balance Number (decimal) TODO
Written Off Yes/No If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing.
Payment Terms Relationship (single) TODO
Account Number Text (optional) An optional field that allows storage of a legacy customer account number or other identifying account information
Allow Cash Discount Yes/No If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts.
Free On Board Text (choice) (optional) TODO
Laborrate Currency Text (choice) (optional) TODO
Labor Rate Number (decimal) (optional) Sets the default labor rate for the service customer in the service module
Display Name Text (optional) TODO
Preferred Tender Text (choice) The customer will have this payment method selected by default when making a sale.
Detailed Statements Yes/No If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements.
Payment Gateway Id Text Stores the unique customer ID from the payment gateway

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-customers-id

Customer – Detail View

Module: Management
Screen Type: Detail View
URL: /^management/customers/<pk>/
Model: Customer
Record Name: Customer
Plural Name: Customers

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Customer # Text (optional) A customer's unique ID number. Leave this field blank for the system to generate one automatically.
First Name Text TODO
Last Name Text TODO
Company Text (optional) TODO
Display As Company Yes/No TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Phone Text TODO
Fax Text TODO
Email Text TODO
Auto Invoice Email Yes/No If enabled, the system will attempt to automatically email receipts to this customer at their specified email address
Statement Email Yes/No If enabled, the system will attempt to email statements to this customer at their specified email address
Salesperson Relationship (single) (optional) TODO
Class Relationship (single) TODO
Freight Zone Relationship (single) (optional) TODO
Freight Option Text (choice) (optional) TODO
Discount Schedule Relationship (single) (optional) TODO
Tax Code Relationship (single) TODO
Ignore Restrictions Yes/No If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations.
Creditlimit Currency Text (choice) TODO
Credit Limit Number (decimal) TODO
Credit Hold Yes/No If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases.
Receivable Account Relationship (single) TODO
Accountbalance Currency Text (choice) TODO
Account Balance Number (decimal) TODO
Written Off Yes/No If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing.
Payment Terms Relationship (single) TODO
Account Number Text (optional) An optional field that allows storage of a legacy customer account number or other identifying account information
Allow Cash Discount Yes/No If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts.
Free On Board Text (choice) (optional) TODO
Laborrate Currency Text (choice) (optional) TODO
Labor Rate Number (decimal) (optional) Sets the default labor rate for the service customer in the service module
Display Name Text (optional) TODO
Preferred Tender Text (choice) The customer will have this payment method selected by default when making a sale.
Detailed Statements Yes/No If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements.
Payment Gateway Id Text Stores the unique customer ID from the payment gateway

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-customers

Customers – List View

Module: Management
Screen Type: List View
URL: /^management/customers/
Model: Customer
Record Name: Customer
Plural Name: Customers

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Customer # Text (optional) A customer's unique ID number. Leave this field blank for the system to generate one automatically.
First Name Text TODO
Last Name Text TODO
Company Text (optional) TODO
Display As Company Yes/No TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Phone Text TODO
Fax Text TODO
Email Text TODO
Auto Invoice Email Yes/No If enabled, the system will attempt to automatically email receipts to this customer at their specified email address
Statement Email Yes/No If enabled, the system will attempt to email statements to this customer at their specified email address
Salesperson Relationship (single) (optional) TODO
Class Relationship (single) TODO
Freight Zone Relationship (single) (optional) TODO
Freight Option Text (choice) (optional) TODO
Discount Schedule Relationship (single) (optional) TODO
Tax Code Relationship (single) TODO
Ignore Restrictions Yes/No If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations.
Creditlimit Currency Text (choice) TODO
Credit Limit Number (decimal) TODO
Credit Hold Yes/No If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases.
Receivable Account Relationship (single) TODO
Accountbalance Currency Text (choice) TODO
Account Balance Number (decimal) TODO
Written Off Yes/No If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing.
Payment Terms Relationship (single) TODO
Account Number Text (optional) An optional field that allows storage of a legacy customer account number or other identifying account information
Allow Cash Discount Yes/No If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts.
Free On Board Text (choice) (optional) TODO
Laborrate Currency Text (choice) (optional) TODO
Labor Rate Number (decimal) (optional) Sets the default labor rate for the service customer in the service module
Display Name Text (optional) TODO
Preferred Tender Text (choice) The customer will have this payment method selected by default when making a sale.
Detailed Statements Yes/No If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements.
Payment Gateway Id Text Stores the unique customer ID from the payment gateway

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-discount-schedules-create

Discount Schedule – Create View

Module: Management
Screen Type: Create View
URL: /^management/discount-schedules/create/
Model: DiscountSchedule
Record Name: Discount Schedule
Plural Name: Discount Schedules

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Method Text (choice) TODO
Unit Of Measure Relationship (single) (optional) If the method is set to weight, sets the unit of measure on the discount rules

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-discount-schedules-id-update

Discount Schedule – Update View

Module: Management
Screen Type: Update View
URL: /^management/discount-schedules/<pk>/update/
Model: DiscountSchedule
Record Name: Discount Schedule
Plural Name: Discount Schedules

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Method Text (choice) TODO
Unit Of Measure Relationship (single) (optional) If the method is set to weight, sets the unit of measure on the discount rules

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-discount-schedules-id

Discount Schedule – Detail View

Module: Management
Screen Type: Detail View
URL: /^management/discount-schedules/<pk>/
Model: DiscountSchedule
Record Name: Discount Schedule
Plural Name: Discount Schedules

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Method Text (choice) TODO
Unit Of Measure Relationship (single) (optional) If the method is set to weight, sets the unit of measure on the discount rules

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-discount-schedules

Discount Schedules – List View

Module: Management
Screen Type: List View
URL: /^management/discount-schedules/
Model: DiscountSchedule
Record Name: Discount Schedule
Plural Name: Discount Schedules

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Method Text (choice) TODO
Unit Of Measure Relationship (single) (optional) If the method is set to weight, sets the unit of measure on the discount rules

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-employees-create

Employee – Create View

Module: Management
Screen Type: Create View
URL: /^management/employees/create/
Model: Employee
Record Name: Employee
Plural Name: Employees

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
First Name Text TODO
Last Name Text TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Primary Phone Text TODO
Secondary Phone Text TODO
Fax Text TODO
Email Text TODO
User Relationship (one-to-one) (optional) TODO
Job Title Text TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-employees-id-update

Employee – Update View

Module: Management
Screen Type: Update View
URL: /^management/employees/<pk>/update/
Model: Employee
Record Name: Employee
Plural Name: Employees

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
First Name Text TODO
Last Name Text TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Primary Phone Text TODO
Secondary Phone Text TODO
Fax Text TODO
Email Text TODO
User Relationship (one-to-one) (optional) TODO
Job Title Text TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-employees-id

Employee – Detail View

Module: Management
Screen Type: Detail View
URL: /^management/employees/<pk>/
Model: Employee
Record Name: Employee
Plural Name: Employees

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
First Name Text TODO
Last Name Text TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Primary Phone Text TODO
Secondary Phone Text TODO
Fax Text TODO
Email Text TODO
User Relationship (one-to-one) (optional) TODO
Job Title Text TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-employees

Employees – List View

Module: Management
Screen Type: List View
URL: /^management/employees/
Model: Employee
Record Name: Employee
Plural Name: Employees

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
First Name Text TODO
Last Name Text TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Primary Phone Text TODO
Secondary Phone Text TODO
Fax Text TODO
Email Text TODO
User Relationship (one-to-one) (optional) TODO
Job Title Text TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-freight-zones-create

Freight Zone – Create View

Module: Management
Screen Type: Create View
URL: /^management/freight-zones/create/
Model: FreightZone
Record Name: Freight Zone
Plural Name: Freight Zones

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Rate Currency Text (choice) TODO
Rate Number (decimal) Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-freight-zones-id-update

Freight Zone – Update View

Module: Management
Screen Type: Update View
URL: /^management/freight-zones/<pk>/update/
Model: FreightZone
Record Name: Freight Zone
Plural Name: Freight Zones

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Rate Currency Text (choice) TODO
Rate Number (decimal) Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-freight-zones-id

Freight Zone – Detail View

Module: Management
Screen Type: Detail View
URL: /^management/freight-zones/<pk>/
Model: FreightZone
Record Name: Freight Zone
Plural Name: Freight Zones

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Rate Currency Text (choice) TODO
Rate Number (decimal) Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-freight-zones

Freight Zones – List View

Module: Management
Screen Type: List View
URL: /^management/freight-zones/
Model: FreightZone
Record Name: Freight Zone
Plural Name: Freight Zones

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Rate Currency Text (choice) TODO
Rate Number (decimal) Determines the dollar amount charged per weight unit on an order. Weight unit can be selected in the system settings.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-fulfillment-methods-create

Fulfillment Method – Create View

Module: Management
Screen Type: Create View
URL: /^management/fulfillment-methods/create/
Model: FulfillmentMethod
Record Name: Fulfillment Method
Plural Name: Fulfillment Methods

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text TODO
Tracking Url Long text (optional) TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-fulfillment-methods-id-update

Fulfillment Method – Update View

Module: Management
Screen Type: Update View
URL: /^management/fulfillment-methods/<pk>/update/
Model: FulfillmentMethod
Record Name: Fulfillment Method
Plural Name: Fulfillment Methods

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text TODO
Tracking Url Long text (optional) TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-fulfillment-methods-id

Fulfillment Method – Detail View

Module: Management
Screen Type: Detail View
URL: /^management/fulfillment-methods/<pk>/
Model: FulfillmentMethod
Record Name: Fulfillment Method
Plural Name: Fulfillment Methods

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text TODO
Tracking Url Long text (optional) TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-fulfillment-methods

Fulfillment Methods – List View

Module: Management
Screen Type: List View
URL: /^management/fulfillment-methods/
Model: FulfillmentMethod
Record Name: Fulfillment Method
Plural Name: Fulfillment Methods

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text TODO
Tracking Url Long text (optional) TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-nav-cards-create

Nav Card – Create View

Module: Management
Screen Type: Create View
URL: /^management/nav-cards/create/
Model: NavCard
Record Name: Nav Card
Plural Name: Nav Cards

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Title Text The title used for the card

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-nav-cards-id-update

Nav Card – Update View

Module: Management
Screen Type: Update View
URL: /^management/nav-cards/<pk>/update/
Model: NavCard
Record Name: Nav Card
Plural Name: Nav Cards

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Title Text The title used for the card

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-nav-cards-id

Nav Card – Detail View

Module: Management
Screen Type: Detail View
URL: /^management/nav-cards/<pk>/
Model: NavCard
Record Name: Nav Card
Plural Name: Nav Cards

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Title Text The title used for the card

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-nav-cards

Nav Cards – List View

Module: Management
Screen Type: List View
URL: /^management/nav-cards/
Model: NavCard
Record Name: Nav Card
Plural Name: Nav Cards

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Title Text The title used for the card

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-nav-links-create

Nav Link – Create View

Module: Management
Screen Type: Create View
URL: /^management/nav-links/create/
Model: NavLink
Record Name: Nav Link
Plural Name: Nav Links

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Url Text The last section of the URL
Title Text The title used for the hyperlink
Description Text The text displayed next to the link
App Text (choice) TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-nav-links-id-update

Nav Link – Update View

Module: Management
Screen Type: Update View
URL: /^management/nav-links/<pk>/update/
Model: NavLink
Record Name: Nav Link
Plural Name: Nav Links

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Url Text The last section of the URL
Title Text The title used for the hyperlink
Description Text The text displayed next to the link
App Text (choice) TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-nav-links-id

Nav Link – Detail View

Module: Management
Screen Type: Detail View
URL: /^management/nav-links/<pk>/
Model: NavLink
Record Name: Nav Link
Plural Name: Nav Links

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Url Text The last section of the URL
Title Text The title used for the hyperlink
Description Text The text displayed next to the link
App Text (choice) TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-nav-links

Nav Links – List View

Module: Management
Screen Type: List View
URL: /^management/nav-links/
Model: NavLink
Record Name: Nav Link
Plural Name: Nav Links

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Url Text The last section of the URL
Title Text The title used for the hyperlink
Description Text The text displayed next to the link
App Text (choice) TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-pos-customer-list

Customers – List View

Module: Management
Screen Type: List View
URL: /^management/pos-customer-list/
Model: Customer
Record Name: Customer
Plural Name: Customers

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Customer # Text (optional) A customer's unique ID number. Leave this field blank for the system to generate one automatically.
First Name Text TODO
Last Name Text TODO
Company Text (optional) TODO
Display As Company Yes/No TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Phone Text TODO
Fax Text TODO
Email Text TODO
Auto Invoice Email Yes/No If enabled, the system will attempt to automatically email receipts to this customer at their specified email address
Statement Email Yes/No If enabled, the system will attempt to email statements to this customer at their specified email address
Salesperson Relationship (single) (optional) TODO
Class Relationship (single) TODO
Freight Zone Relationship (single) (optional) TODO
Freight Option Text (choice) (optional) TODO
Discount Schedule Relationship (single) (optional) TODO
Tax Code Relationship (single) TODO
Ignore Restrictions Yes/No If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations.
Creditlimit Currency Text (choice) TODO
Credit Limit Number (decimal) TODO
Credit Hold Yes/No If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases.
Receivable Account Relationship (single) TODO
Accountbalance Currency Text (choice) TODO
Account Balance Number (decimal) TODO
Written Off Yes/No If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing.
Payment Terms Relationship (single) TODO
Account Number Text (optional) An optional field that allows storage of a legacy customer account number or other identifying account information
Allow Cash Discount Yes/No If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts.
Free On Board Text (choice) (optional) TODO
Laborrate Currency Text (choice) (optional) TODO
Labor Rate Number (decimal) (optional) Sets the default labor rate for the service customer in the service module
Display Name Text (optional) TODO
Preferred Tender Text (choice) The customer will have this payment method selected by default when making a sale.
Detailed Statements Yes/No If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements.
Payment Gateway Id Text Stores the unique customer ID from the payment gateway

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-salespeople-create

Salesperson – Create View

Module: Management
Screen Type: Create View
URL: /^management/salespeople/create/
Model: Salesperson
Record Name: Salesperson
Plural Name: Salespeople

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
First Name Text TODO
Last Name Text TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Primary Phone Text TODO
Secondary Phone Text TODO
Fax Text TODO
Email Text TODO
Employee Relationship (one-to-one) (optional) Link this salesperson to an employee record
Enable Commission Yes/No Disabling this option will stop this salesperson from earning any commission
Payable Account Relationship (single) (optional) Sets the GL account to which this commission payable transactions post for this salesperson
Expense Account Relationship (single) (optional) Sets the GL account to which this commission expense transactions post for this salesperson

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-salespeople-id-update

Salesperson – Update View

Module: Management
Screen Type: Update View
URL: /^management/salespeople/<pk>/update/
Model: Salesperson
Record Name: Salesperson
Plural Name: Salespeople

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
First Name Text TODO
Last Name Text TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Primary Phone Text TODO
Secondary Phone Text TODO
Fax Text TODO
Email Text TODO
Employee Relationship (one-to-one) (optional) Link this salesperson to an employee record
Enable Commission Yes/No Disabling this option will stop this salesperson from earning any commission
Payable Account Relationship (single) (optional) Sets the GL account to which this commission payable transactions post for this salesperson
Expense Account Relationship (single) (optional) Sets the GL account to which this commission expense transactions post for this salesperson

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-salespeople-id

Salesperson – Detail View

Module: Management
Screen Type: Detail View
URL: /^management/salespeople/<pk>/
Model: Salesperson
Record Name: Salesperson
Plural Name: Salespeople

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
First Name Text TODO
Last Name Text TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Primary Phone Text TODO
Secondary Phone Text TODO
Fax Text TODO
Email Text TODO
Employee Relationship (one-to-one) (optional) Link this salesperson to an employee record
Enable Commission Yes/No Disabling this option will stop this salesperson from earning any commission
Payable Account Relationship (single) (optional) Sets the GL account to which this commission payable transactions post for this salesperson
Expense Account Relationship (single) (optional) Sets the GL account to which this commission expense transactions post for this salesperson

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-salespeople

Salespeople – List View

Module: Management
Screen Type: List View
URL: /^management/salespeople/
Model: Salesperson
Record Name: Salesperson
Plural Name: Salespeople

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
First Name Text TODO
Last Name Text TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Primary Phone Text TODO
Secondary Phone Text TODO
Fax Text TODO
Email Text TODO
Employee Relationship (one-to-one) (optional) Link this salesperson to an employee record
Enable Commission Yes/No Disabling this option will stop this salesperson from earning any commission
Payable Account Relationship (single) (optional) Sets the GL account to which this commission payable transactions post for this salesperson
Expense Account Relationship (single) (optional) Sets the GL account to which this commission expense transactions post for this salesperson

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-vendors-create

Vendor – Create View

Module: Management
Screen Type: Create View
URL: /^management/vendors/create/
Model: Vendor
Record Name: Vendor
Plural Name: Vendors

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Vendor # Text (optional) A vendor's unique ID number. Leave this field blank for the system to generate one automatically.
Vendor Name Text Enter the name of the company or individual that will identify this vendor
Check Payee Text (optional) If different from the Vendor Name, enter the name as it appears on checks here
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Primary Phone Text TODO
Secondary Phone Text TODO
Fax Text TODO
Email Text TODO
Account Number Text (optional) List your business account number with this vendor
Payment Terms Relationship (single) (optional) TODO
Payable Account Relationship (single) Designates the account that will track any accounts payable transactions for this vendor
Charges/Fees Account Relationship (single) Designates the expense account that will be used if finance charges or restocking fees are included in a credit memo
1099 Yes/No Determines whether to issue 1099s to this vendor or not
Fein Text (optional) Store the Federal Employer Identification Number here
Grain Dealer Yes/No Determines whether or not this vendor is a grain dealer for the purposes of federal corn checkoff regulations. Grain dealers are expected to handle paying corn checkoff, so it will not be deducted from their payments

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-vendors-id-update

Vendor – Update View

Module: Management
Screen Type: Update View
URL: /^management/vendors/<pk>/update/
Model: Vendor
Record Name: Vendor
Plural Name: Vendors

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Vendor # Text (optional) A vendor's unique ID number. Leave this field blank for the system to generate one automatically.
Vendor Name Text Enter the name of the company or individual that will identify this vendor
Check Payee Text (optional) If different from the Vendor Name, enter the name as it appears on checks here
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Primary Phone Text TODO
Secondary Phone Text TODO
Fax Text TODO
Email Text TODO
Account Number Text (optional) List your business account number with this vendor
Payment Terms Relationship (single) (optional) TODO
Payable Account Relationship (single) Designates the account that will track any accounts payable transactions for this vendor
Charges/Fees Account Relationship (single) Designates the expense account that will be used if finance charges or restocking fees are included in a credit memo
1099 Yes/No Determines whether to issue 1099s to this vendor or not
Fein Text (optional) Store the Federal Employer Identification Number here
Grain Dealer Yes/No Determines whether or not this vendor is a grain dealer for the purposes of federal corn checkoff regulations. Grain dealers are expected to handle paying corn checkoff, so it will not be deducted from their payments

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-vendors-id

Vendor – Detail View

Module: Management
Screen Type: Detail View
URL: /^management/vendors/<pk>/
Model: Vendor
Record Name: Vendor
Plural Name: Vendors

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Vendor # Text (optional) A vendor's unique ID number. Leave this field blank for the system to generate one automatically.
Vendor Name Text Enter the name of the company or individual that will identify this vendor
Check Payee Text (optional) If different from the Vendor Name, enter the name as it appears on checks here
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Primary Phone Text TODO
Secondary Phone Text TODO
Fax Text TODO
Email Text TODO
Account Number Text (optional) List your business account number with this vendor
Payment Terms Relationship (single) (optional) TODO
Payable Account Relationship (single) Designates the account that will track any accounts payable transactions for this vendor
Charges/Fees Account Relationship (single) Designates the expense account that will be used if finance charges or restocking fees are included in a credit memo
1099 Yes/No Determines whether to issue 1099s to this vendor or not
Fein Text (optional) Store the Federal Employer Identification Number here
Grain Dealer Yes/No Determines whether or not this vendor is a grain dealer for the purposes of federal corn checkoff regulations. Grain dealers are expected to handle paying corn checkoff, so it will not be deducted from their payments

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

management-vendors

Vendors – List View

Module: Management
Screen Type: List View
URL: /^management/vendors/
Model: Vendor
Record Name: Vendor
Plural Name: Vendors

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Vendor # Text (optional) A vendor's unique ID number. Leave this field blank for the system to generate one automatically.
Vendor Name Text Enter the name of the company or individual that will identify this vendor
Check Payee Text (optional) If different from the Vendor Name, enter the name as it appears on checks here
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Primary Phone Text TODO
Secondary Phone Text TODO
Fax Text TODO
Email Text TODO
Account Number Text (optional) List your business account number with this vendor
Payment Terms Relationship (single) (optional) TODO
Payable Account Relationship (single) Designates the account that will track any accounts payable transactions for this vendor
Charges/Fees Account Relationship (single) Designates the expense account that will be used if finance charges or restocking fees are included in a credit memo
1099 Yes/No Determines whether to issue 1099s to this vendor or not
Fein Text (optional) Store the Federal Employer Identification Number here
Grain Dealer Yes/No Determines whether or not this vendor is a grain dealer for the purposes of federal corn checkoff regulations. Grain dealers are expected to handle paying corn checkoff, so it will not be deducted from their payments

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO