Additional Information/Use Cases
- Why can't I remove a payment from an invoice?
- How to Remove a Payment and Void an Invoice in BulkSource
- Incoming vs. Outgoing Tickets
- Setting Up Two Entities: Materials Seller and Logistics Provider
- Invoicing and Payments in BulkSource
- How Do I Match Orders Between BulkSource and My External System?
Company Settings
- Credit Card Convenience Fees
- Custom ID Settings (Quotes, Orders, Tickets)
- Email Preferences for Customer Portal Invites
- Custom Fields on Quotes and Orders
- Standardized GL Accounts
- Downloading Connector App
User Management
Data Import
- BulkSource Account Setup — Data Dependencies
- Data Import Overview
- Preparing for Data Import
- Customers Import
- Logistics Providers Import
- Contacts Import
Entities
- Entity Setup
- Entity Assignments - Sites
- Entity Assignments - Users
- Entity Assignments - Customers
- Entity Assignments - Logistics Providers
- Entity Assignments - Products