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Account Master File

Account Master File
You may already have an Account Master File (spreadsheet or database file) that contains customer data information that is used regularly in a Stop File. If...
Wed, 20 Mar, 2024 at 3:32 PM
Import/Extract an Account Master
Import current account records (Account Master File) for use by DirectRoute.  Create an Account Master File with the required column headings (ref. Accoun...
Wed, 20 Mar, 2024 at 3:32 PM
Extract a Daily Order File
This method is used when the customer base is steady and new customers are added infrequently. The process uses an Account Master File (maintained and updat...
Wed, 20 Mar, 2024 at 3:32 PM
Extract to Create a New Stop File
This method is used when new customers are added frequently and is the most common method for creating a Stop File. The process uses an Account Master File ...
Wed, 20 Mar, 2024 at 3:32 PM