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Florida Terms Import

Distributor steps for the Florida Terms Import in Encompass: upload the state Cash Only, No Sale or Daily Deletions list and set matching customers to a credit term. For Florida businesses; v25.05+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 25.05

Pre-Conditions

  • Doing business in the state of Florida

Steps

  1. Search for Florida Terms Import in the universal search bar.
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  2. Select the appropriate sub-dashboard (Cash Only, No Sale, or Daily Deletions).
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  3. Upload the most recent file downloaded from the state website.
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  4. Select the Credit Term to update all selected customers to.
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  5. Select all desired Customers.
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  6. Save changes to update all selected Customers to the selected Credit Term.

Fields And Definitions

  • Customers - The physical location the product is being delivered to
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  • Credit Terms - The primary method of AR Enforcement, including Days of Credit

Best Practices

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