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Information on aACE settings to help you create your system of commissions for sales reps, account managers, and referral companies.
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Information and links about organizing pricing structures.
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To review these settings on your aACE system personalization screen, navigate to System Admin > aACE Preferences > My aACE . Report Header You can upload your company logo or report header image here. This image will be displayed at t...
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When entering an order, you can link a rate card to pull in special pricing of your products and services: Navigate to Order Management > Orders . Click the New button. In the Bill To section, click the Rate Card field or the selector bu...
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You can link a rate card to a line item code's Custom Prices section: Navigate to Order Setup > Line Item Codes . Select the desired line item code and click the Edit button. Click the Custom Prices tab. Specify the desired ra...
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Steps for setting up a new rate card.
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Information about rate cards linked to companies and orders, plus details about rate types/values and commission types/values.
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Explanation about using aACE data validation to ensure you import accurate records.
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Instructions for manually matching source and target fields when importing data.
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Steps for importing data from a spreadsheet into your aACE system.