FasTrax Solutions - Product Documentation

FTX Warehouse Lifeline Documentation

Terms

  1. Click add
  2. Give it a name and set the amount off
  3. There are two discount types Dollars Off and Percent Off
     
  4. Click save
  5. Now add items by clicking the Items In Terms
     
  6. From here you can enter the item number to add or click find to search for the item
  7. Click Add To Terms once you have the number entered.
  8. To add customer to the Term click Accounts In Terms
  9. From here you can add a single account,an entire account group, or all accounts.
    1. To add an account, select the account and click Add Account.
    2. To add groups, select the group and click Add Group
    3. The Add All button will add all accounts to the Terms.