CompuPlants® Documentation

Allocations & Substitutions

What allocation methods does CompuPlants support?
How does making substitutions affect the product price?

Availability

How does CompuPlants calculate product availability?
How can I exclude certain order stages from availability?
How does CompuPlants help me manage availability for a single cut-off date system?
How does CompuPlants help me manage availability for a multiple sell-date system?

Commissions

What commission rate levels does CompuPlants support?
How does CompuPlants apply commission rates when a line meets the criteria for more than one rate?

Customer Credit

How can CompuPlants notify me that a customer is past due?
How can I set leeways on credit limits and days past due?

Discounts & Pricing

What types of discounts does CompuPlants support?
How can I apply discounts to a shipping order?
How does CompuPlants apply the correct product price when more than one price might apply (i.e. master order pricing, discount by date, volume pricing, etc.)?
Does the catalog price include royalties?
How can I implement a price increase?

Freight

When and how do I calculate freight charges?

General

How does CompuPlants support internal and external notes related to customers, orders, and/or products?
What folders and/or files should I back up?
How can I set a default value for a field?

Grids & Reports

How do I copy a Fast Report design?
How do I add, delete, and/or shift columns?
How do I sort and/or group data?
How do I filter data?
How do I make and save a custom filter?
How do I edit a quick-change grid?

Inventory Counting

What are the steps to conducting an annual physical inventory count?
When and how do I clear inventory data for a new fiscal year?

Master Orders

How can I distinguish master order numbers from shipping order numbers?

Mobile Apps

What hosting options are available, and what is required for each?

Ordering

How do I process a single order from start to finish?
How do I process multiple orders on a truck from start to finish?
How do I add accessories, such as vases and decorations, to an order?
How do I change color schemes on order documents?

Picking/Pulling Products

Can I exclude a location from pull reports and pick lists?
Can I pre-select pick locations?
If I rely on the program to suggest locations, what criteria does it use?
What pull methods does CompuPlants support?

Statements

How does CompuPlants calculate service charges?