Customers are required to create Sales Orders. You can also perform Work Orders on Customer Units, set specific customer pricing, manage customer credit limits and payment methods, and manage multiple shipping and billing addresses for customers. Customers can be businesses, individuals, or a generic record like a “cash customer”.
Vendors are required to create Purchase Orders. You can assign pricing classes and specific vendor pricing. Customers can be businesses and individuals you purchase parts and vehicles from, or they could be retailers you purchase replenishable stock from.
Sales Orders, Purchase Orders, and Work Orders can only be created in ITrack Enterprise Desktop at this time.