Customer Freight lets you set freight terms for a customer to preset their transactions.
On the Customer card on the History tab choose a Freight option, such as Prepaid, to have it preset on new Quotes, Orders, and Invoices and to automate Cost and Charges.
Customers Freight lets you set freight terms for customers to preset their transactions.
On the Customers search click Add (+) and select the Freight column to display. Then, select multiple, such as by Command-click, and use Update to change them.
Email Matching is the best way to import new Customer and Orders from online sales. This finds existing customers, or companies, using email addresses to avoid duplicates.
For Customers that have multiple email addresses, such as companies with employees, it searches Contacts that you have added to the Customer for their people and places.