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Table of Contents

Administration

• Brokerage Rebuild
• Duplicate Authorized Item Deletion
• Merge Customer
• Merge Principal
• Purge Brokerage Rates
• Purge Price Utility

Maintenance

• Customer Maintenance
• Miscellaneous

Brokerage

• New Features

Order Entry

• New Features

EDI

• New Features

Price Book

• New Features

Sales Analysis

• New Features

Banking

• New Features

Reports

• New/Enhanced Reports

Invoicing

HQ GUIDEBOOK

Forms

The new features are under the Utilities menu. In order to have access to these items you must be set up as a user that has access to Administration.