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Rep Agency: Set Terms per Manufacturer, Per Price Level

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5 comments

  • 0
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    Hi

    Are you using multiple catalogs? 

    How do you group your orders by manufacturer?

    Merav Bitton
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    I am using multiple Catalogs. 

    I worked with support on this, but you cannot technically do this as a set for the account at the moment. If you can get this feature to act very similar to the way Price Level is set up in your system, you would be there.

     

    For now, we have to make custom field inside the order forms/pdf

    Kalif Gordon
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    hi Kalif,

    Can you please tell me who you worked with in support on this? I'd like to catch up with them.

    Thanks

    Merav

    Merav Bitton
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    I have dealt with so much support on this. I do not even know.

     

    I found a work around that does ok. That was with the lady that does the webinars. Did custom pre-planned ones.

     

    But I think if you got the terms tab set up like you do with price level, it should work. 

    Kalif Gordon
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    You can load a User defined table that maps customers to catalogs with specific payment term messages (text).

    Once you load this table, you can create a rule using the Rule Engine to lookup the relevant payment terms and display them on the order header.

    Here is an article that explains user defined tables: https://support.pepperi.com/hc/en-us/articles/217533957-User-Defined-Tables 

    Is this what you tried with support?

    Merav Bitton

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