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The Customers tab will display all customer addresses with a check box, allowing the user to select the address(es) to assign to the brokerageprogram. Each column within the list is filterable, allowing the user to easily narrow down the addresses that display to select the appropriate address(es) to assign.Once finding an address to assign to the brokerage, select the checkbox that corresponds to the address and click the save grid toolbar icon. This will sort the selected address(es) to the top of the list to easily identify the address(es) currently assigned to the brokerageaddresses to assign. To assign addresses to a program, check the check box displayed before the Customer ID and click Mass Update.  This opens the mass update dialog, where addresses can be assigned. Set ‘Assign Addresses’ to ‘Yes’ and click Apply. Also the start date can be assigned on the mass update dialog, but this is not required. Multiple addresses can be assigned to the program simultaneously. To remove addresses from the program, check the check box and click Mass Update toolbar icon. Set ‘Remove Addresses’ to ‘No’ and click Apply. When an address is assigned to a program, the On Program column displays Yes. Addresses assigned to the program are displayed on top of the list view.

Step 2: Entering a transaction with the Brokerage

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• The Order date must be within the Brokerage Program date range.

• The Order date must be the Start Date or later if a Start Date is assigned to the address. 

• The Order Item must be included on one or more of the Item Sets assigned to the Brokerage Program.
• The Customer Address must be assigned to the Brokerage Program

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