Card Manager 2

Instructions, How-To's, and Guides for Card Manager 2

Logging In to Card Manager
Double click the desk top Icon Select the user name and enter the password and click OK. To log in to the training system, select T - Training from th...
Wed, 6 May, 2020 at 4:33 AM
Advanced Line Order Entry
Once the Shipping Tab in the Line Order Entry process is complete it may be required by your company to complete additional sections. These different sectio...
Wed, 6 May, 2020 at 5:53 AM
Creating and Applying Trade Discounts for Customers
Create Trade Discount Group 1. Select Order Processing -> Master File Maintenance -> Discount Groups -> Trade Discount        2. Click the  ...
Wed, 6 May, 2020 at 6:02 AM
Adding and Importing Price Codes
Manually Adding a Price Code.   1. Go to Inventory Control or Display Planning, select Master File Maintenance and Maintain Season/Product/Price from Mast...
Wed, 6 May, 2020 at 7:40 AM
Deleting an unshipped order
1. Go to Ticket Processing -> Delivery Details -> Delete Delivery Details 2. All Seasons is automatically selected, to select a specific season untic...
Wed, 6 May, 2020 at 7:47 AM
Changing Order Status in Card Manager
1. Go to Order Processing. 2. Select Hold / Credit Release Orders form Order Processing 3. Enter the Account Number which has a held order, this ca...
Wed, 6 May, 2020 at 7:56 AM
How to Print a Picking List
Processed order and serviced tickets are available to be printed on picking lists. 1. Go to Order Processing   2. Select Print Reports -> Deliver...
Wed, 6 May, 2020 at 8:19 AM
Reprinting Tickets
Tickets can be reprinted if the order has not yet been exported or invoiced.   1. Go to Ticket Servicing.     Select Print Reports ---> Delivery Repor...
Sun, 14 Jun, 2020 at 5:47 AM
How to Unlock Card Manager Records
Enter Master Options from Card Manager   Select System Preferences ---> System Log ---> Review File Activity The dialogue will show the tabl...
Sun, 14 Jun, 2020 at 6:05 AM
Notes in Card Manager
Set up of Different Note Types Enter Master Options from Card Manager Select System Preferences ---> Order Processing ---> Customer Note Types. F...
Sun, 14 Jun, 2020 at 7:11 AM