When setting up your Solar Eclipse system to suit your company's needs, there are a variety of parameters and functions that need to be defined. For example, you would want to set up any payment terms for customers and vendors, or perhaps you will be dealing customers who use a different currency.
Use the duty codes functionality to set up duty codes for products in price lines as well as product lines. Use duty codes to specify rates for duty charges, freight charges, and other charges for any products that your company imports and then later exports. Duty code functionality is located under the Maintenance menu.
Use the zip codes functionality to determine tax rates for customers. A customer is normally taxed in the jurisdiction where they gain ownership of a product. Tax jurisdictions are assigned to zip codes. For each zip code in which your company does business, assign a tax jurisdiction code. Your installer helps you use the Mass Load program to do this. Zip code functionality is located under the Maintenance menu.
Use the sales tax program to manage tax rates by assigning tax jurisdictions to the zip code areas where you do business. Tax jurisdictions can include tax rates from multiple entities such as state, county, and city. A customer's zip code determines their default tax rate. Sales tax functionality is located under the Maintenance menu, and under the Orders menu, in Reports.
Use the terms maintenance functions to create and maintain payment terms for your customer's invoices. In addition, you can do the same for payment terms as established by vendors that you purchase goods and services from. For training purposes, new systems arrive with several standard terms codes already defined, but you need to define the additional terms codes that your company uses.
Ship vias are the methods used to move product from the warehouse to the customer. Before you can assign a ship via to any order, you must create a file containing the ship vias that your company uses. Ship vias are typically classifications such as Pick Up, Our Truck, UPS, UPS Red, and so forth. They control tax jurisdictions, order print status, freight, cash requirements, invoice process status, and order print status.
Use the foreign exchange rates functions in Eclipse to do business with customers and vendors in a foreign country and handle the currency differences. You can bill foreign customers or pay foreign vendors in their own currency according to the exchange rate in effect on the day the order is processed.