Sales Rules and Authorization
Best Practices for Document Approval Workflows
Overview This article will guide you through the best practices for designing and implementing effective document approval workflows in iVendNext. Why Are Document Approval Workflows Important? Document approval workflows are crucial for maintaining ...
Creating and Managing Custom Reports
Overview This article will guide you through the process of creating and managing custom reports in iVendNext. Why Create Custom Reports? Custom reports in iVendNext allow businesses to extract specific data points and analyze them in a way that ...
Configuring Sales and Accounts Settings for Optimal Workflow
Overview This article outlines the key settings in iVendNext that help you manage item rates and prevent over-billing. Why Configure Sales and Accounts Settings? Configuring sales and accounts settings in iVendNext is essential for tailoring the ...
Role-Based Permissions and Access Control
Overview This article outlines the steps to set up and manage role-based permissions in iVendNext to control access and protect sensitive data. What Are Role-Based Permissions? Role-Based Permissions in iVendNext allow administrators to define what ...
Generating and Interpreting Payment Terms Status Reports
Overview This article will guide you through the process of generating and interpreting Payment Terms Status Reports, ensuring that you can effectively monitor and manage your payment terms. What is a Payment Terms Status Report? The Payment Terms ...
Managing Item Rates Across the Sales Cycle
Overview This article shows how to set up iVendNext to apply different rates for the same item across Sales Orders, Delivery Notes, and Invoices. Why Manage Item Rates Across the Sales Cycle? In many businesses, the rate of an item may change due to ...
Understanding Authorization Rules
Overview This article will guide you through the concept of Authorization Rules, how to set them up in iVendNext. These rules ensure that specific conditions are met before a document can be submitted or approved, adding an extra layer of control and ...