xRMS How-To Documentation

Account Receivable

Aged Trial Balance Report
AR Transaction Report
Cash Posting - Adjustment
Cash Posting - Full Payment
Cash Posting - Manually Created Invoice
Cash Posting - On Account Payment
Cash Posting - On Account Payment - Keyoff Payment
Cash Posting - Partial Payment

Authorization Group Maintenance
Company Maintenance
Create Customer
How to Set Up a New Customer
PDS Discount
Setting up Contact Name and Phone Call Queue

Distribution Menu

Route Balancing

Item List by Item
Item List by Vendor Group
Setup xRMS CRV Tax

Check Load and Delivery Date Limits
Convert Standing Orders
Create a Build-To Order
Create a Call Queue
Create a Pick_Up Order
Enter a Pre-Order
Order Entry - Entry Methods
Print Bill of Lading
Print Delivery Return Ticket - Amalgamated
Print Delivery Tickets
Print Load Sheets
Print Pick Sheets
Release Orders on Credit Hold
Standing Orders Create Convert
Update Orders to Loads

Customer Price List
Customer Price Maintenance

Customer Weekly Route Version
Route Add/Delete in xRMS
Route File Maintenance
Route Version Maintenance
Salesman Maintenance

Create a Manual Sale
Print Route Settlement
Route Recap

General

Configuring the "?" Help Menu (Info Menu)
Create an XRMS User

Home/Route Menu How To's

Route Menu How To's

Customer Weekly Route Version

Route File Maintenance

Route Version Maintenance

Salesman Maintenance

Route Add/Delete in xRMS

Source: Confluence — Route Menu How To's (v1). Corrections belong in Confluence; this site is regenerated from it.

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