Frequently Asked Questions:
Can I customize my customer receipts, invoices and packing lists?
Are Customer Numbers assigned manually or automatically?
How do I add tax for an order?
What is Source of Sale?
What is Order Method?
How do I add shipping for an order?
Can multiple people in our office access the same customer data?
Can I download the software and receive a CD-ROM too?
Still have questions?
Can I customize my customer receipts, invoices and packing lists?
Yes, click on the Tools Menu, select Options, and click on the Reports Tab. On this screen enter default text for receipts, invoices and packing lists. You can optionally add a graphic or logo and set text colors. When viewing receipts and invoices, click Customize to override the default text and add special notes.
Are Customer Numbers assigned manually or automatically?
You have the option to choose how you want customer numbers assigned. Click on the Tools Menu and select Options. On this screen you can choose to have customer numbers assigned manually or automatically. Select Manual if you want to enter the customer number.
How do I add tax for an order?
EZ will automatically calculate tax for an order based on the tax rate you enter by State or Province in Options. However, you can always enter the tax manually or compute the tax on the Update Order screen.
What is Source of Sale?
Source of Sale is how a customer heard about your product or service (Friend, Internet, Catalog, etc.). Any number can be added to help you track and analyze your sales. You select a source of sale when you add an order. In Options, can select the default Source of Sale for new orders.
What is Order Method?
Order Method tells how a customer ordered (Phone, Mail, Fax, Internet, etc.). Any number can be added to help you track and analyze your sales. You select an order method when you add an order. In Options you can select the default Order Method for new orders.
How do I add shipping for an order?
In Options select whether you want to add shipping manually, by order total or by item count. You can also enter the shipping manually when you add an order.
Can multiple people in our office access the same customer data?
Yes, you can all access the same information. Install the program on each computer, then click on the Tools Menu and change the database location to your shared network drive. You'll need to purchase a copy for each person. Remember there is a substantial multi-license discount applied in the shopping cart as you increase the quantity (15% for the first 4 copies, 25% for 5 and up).
Can I download the software and receive a CD-ROM too?
Yes, after you checkout you're shown a link so you can download the software and start using it immediately. We'll also send you a CD-ROM for your backup.
Still have questions?
Email your questions to sales@allprosoftware.com Or view more FAQs
Customer Service FAQ
Technical Support FAQ
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