The manual upgrade script will fail when running the EIOBoard manual
upgrade script from Azure Data Studio. Azure Data Studio is not
support at this time. Please run the manual upgrade script from SQL
Management Studio or SQLCMD to see the desired resu...
Sending a Savance Enterprise client's logs can be very helpful to
Savance's development team. There are two ways to do this.
_USING THE SAVANCE ENTERPRISE CLIENT_
The first (easier) way to capture the log files is to do so through
the Savance Ent...
This documentation covers configuring terms, allowing you to
understand how the Term Codes are generated and how to use these Terms
in payments.
* Configuring Terms [1] (Video)
* Configure Terms [2] (PDF)
Links:
------
[1]
http://www.youtube.c...
The IIS logs can fill up the hard drive. IIS settings can be tweaked
to control logging. You can move the log to another drive or turn off
logging all together.
* In Internet Information Services (IIS) Manager, you can configure
logging at the virt...
If you need to set a return penalty for either Vendors or Customers:
1. Select 'Admin'->'Administrator' in the top menu.
2. In the popup that follows, select the 'Sites' tab and the 'Site
Settings' sub tab under it,
then select 'Edit' at the b...
If you go to the SQL TASKS tab of the Savance Enterprise server, you
will notice that there are multiple tasks that run on a minutely,
daily, weekly, or monthly schedule. As an example, the Account
Statistics for each customer is updated every night at...
Using the QuickBooks Customer Center, you can easily export data about
the customers you do business with to an Excel file and import them
into Savance Enterprice.
* Click the Center containing the list you want to export.
* Display the customers yo...
Using the QuickBooks Item List, you can easily export data about the
items you buy and sell to an Excel file and import them into Savance
Enterprise.
* Choose Lists -> Item List.
* At the bottom of the window, click the Excel drop-down arrow and
...
Using the QuickBooks Customer Center, you can easily export data
about the vendors you do business with to an Excel file and import
them into Savance Enterprice.
* Click the Center containing the list you want to export.
* Display the vendors you...
If you know the SPID of a process in OrderSavant (such as through the
sp_lock or sp_who commands), you can run the following query to gain
more information about that ID (the only thing that needs to be
changed is the @spid variable at the top to whate...
First of all, check to see if the database is locked by running the
following:
sp_lock
This lets you know what is currently locked right now because
something is currently calling it to update it. If there are only a
couple hundred rows, that is ...
This documentation covers how freight is handled in Savance
Enterprise:
* Freight [1] (Video)
* Freight [2] (PDF)
Links:
------
[1] http://youtu.be/7ScFSPNezgQ
[2]
http://www.savanceenterprise.com/downloads/documentation/Freight.pdf
If a user selects the "Status" tab on any order, and the Merge
Releases and Force Out Release
buttons are grayed out as in the image:
Then they do not have the proper permissions to perform these tasks.
To grant permission to
Merge Releases, T...
From time to time you may want to extract the contact information
stored within OrderSavant to use for marketing efforts. The below
instructions explain how you would accomplish this.
Open up SQL Management Studio on your server and connect to your
...
Once the Savance Enterprise server installation has been completed,
the client application can be installed on PC's so that users can
connect. This article walks you through the setup step-by-step.
* The Savance Enterprise application installer is ...
First, you must login to ringcentral [1]. Now go to Settings,
Outbound Fax Settings. Click on Cover Page. The best selection is the
Modern since it's simple and clean.
To Enable or Disable the Fax Cover in Savance Enterprise, you simply
need to chec...
OPTION 1 - IF YOU ARE CONNECTED VIA REMOTE DESKTOP SESSION
If you are using remote desktop, you can actually just go to the
start menu, then type "Log Off" and select that to log off your active
session and kill any open sessions of any application ...
The following article explains how to recover a deleted quote through
the OrderSavant database. Because this involves database work on the
back end, it is recommended that you handle this with great care and
that only an expert or administrator runs t...
Card Code Verification (CCV) provides an extra measure of security
against fraudulent credit card transactions. The Card Code is a
security code that is printed on a credit card's signature panel in
reverse italics, or following the full card number on...
Locks are placed on certain objects in Savance Enterprise to prevent
multiple users from editing at the same time. This documentation
covers how these locks are managed.
* Lock Manager [1] (Video)
* Lock Manager [2] (PDF)
Links:
------
[1] htt...
INTRODUCTION TO PAYMENT TERMS
DEFINITIONS
Payment terms control when payment is due and what discount is
applied if it is received within a certain time frame. For example,
the payment term _2% 10 Days/Net 30 Days_ indicates that payment must
be rece...
WEB MOBILE
* _New Quote/Order Alert_
* To Email
* Email is sent to the customer on the quote.
* Email can also be optionally copied to the salesperson putting in
the quote. This is a checkbox that must be checked.
* From Email
* Mobil...
Savance appreciates any feedback you have to offer regarding our
products. It is these customer suggestions that have helped guide
Savance Enterprise into the feature-rich product that it is today.
Here is the method we use to prioritize feature cha...
Savance Enterprise has the following registry settings that can be
set via the application or via a deployable registry script. These
keys should be placed in one of the following folders:
ALL SYSTEMS
HKEY_CURRENT_USER\Software\Savance\OrderSava...
This Savance Enterprise documentation demonstrates how to define and
assign security groups to restrict user access:
* Security Groups [1] (PDF)
* Security Groups [2] (Video)
Links:
------
[1]
http://www.savanceenterprise.com/downloads/documen...
The following documentation will show you how to set up the Savance
Enterprise server.
* Enterprise Server Setup Guide [1] (PDF)
Links:
------
[1]
http://www.savanceenterprise.com/downloads/documentation/Enterprise-Server-Setup-Guide.pdf
This documentation covers how to create custom templates with the
Spreadsheet Administrator in Savance Enterprise.
* Spreadsheet Administrator [1] (PDF)
* Spreadsheet Administrator [2] (Video)
Links:
------
[1]
http://www.savanceenterprise.com...
This Savance Enterprise training video shows you how to use SQL
Server Profiler:
* SQL Server Profiler [1]
Links:
------
[1] http://youtu.be/Q0J3MMWwpNs
With Microsoft Excel you have the ability to pull information from
Savance Enterprise using a SQL query. This functionality will help you
gather and organize information in an orderly manner. For starters,
you will have to create a stored procedure tha...
This documentation covers how to configure sales tax in Savance
Enterprise.
* Taxes [1] (Video)
* Taxes [2] (PDF)
Links:
------
[1] http://youtu.be/EQSydizDRjU
[2] http://www.savanceenterprise.com/downloads/documentation/Taxes.pdf
OVERVIEW
The Savance Enterprise server applications and services should start
by themselves, but sometimes they do not. Below is a list of what
should be running on the Savance Enterprise server, depending on the
features you use.
SAVANCE SERVER ...
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