PTAEZ Help Topics
PTAEZ Help articles
The Bulk Mailer tool gives you the ability to send out emails to selected groups quickly and easily. 1. Select Tools/Bulk Mailer 2. Select wh...
Fri, Mar 27, 2020 at 10:56 AM
1. Select Tools/Bank Reconciliation 2. Use the Drop down box to select the bank you wish to Reconcile. 3. Select the bank statement end dat...
Fri, Mar 27, 2020 at 11:40 AM
1. Follow Steps 1-6 above 2. Next to “Print Item List” select the report format you wish to print the list in and select “Generate”
Fri, Mar 27, 2020 at 11:47 AM
1. Tools/Bank Recon History 2. Expand the bank account history by clicking on the plus sign to the left 3. To view the Bank Rec summary, cl...
Fri, Mar 27, 2020 at 11:49 AM
1. First, you must create an excel spreadsheet with the information that you want attached to each member you plan to import. Note: A template can be d...
Fri, Mar 27, 2020 at 11:50 AM
Select the "Items" tab 2. Select "Add Item" 3. Select the new item type 4. Complete the required fields under the &q...
Fri, Mar 27, 2020 at 1:21 PM
Sales Limiters can be applied to items that can limit the quantity a purchaser can buy at one time. To use limiters, you cannot have the “Identify Purchaser...
Fri, Mar 27, 2020 at 1:22 PM
Changing Quantity on Hand and Processing Reserved Orders: You can manually change your quantity on hand and Process Open Webstore Orders from ...
Fri, Mar 27, 2020 at 1:23 PM