Settings

1. Is Payment Information strictly for credit card purchases?

Banking Information is strictly for credit cards. However, it is also how our payment processor verifies that a real individual works at our respective customer’s company and is responsible for any fraudulent acts on the platform. Payment information is the associated credit card that will be charged for your monthly fees. 

2. How do I get paid?

If the order is placed with a credit card, we digitally deposit the funds to your bank within 7 business days of the part shipment. The funds will be available to you at your bank's discretion. If the order is placed by purchase order, your current process does not change. Paperless Parts will send an invoice every month and charge the credit card saved in our platform (if you are on the transaction-based model). 

3. What are Purchase Order Fee and Charge Receipts? 

There is a different tier of pricing which is a transaction-based model that offers users the ability to download a report summarizing all payments from the last month. This will become the new location to view all charges associated with the credit card on the user’s account.

4. Where will Conformance Language be sent? 

You can add conformance language to your order in the orders tab. Simply download and print out the Certificate of Conformance in the Completed Order.

5. What are Email Notification Settings?

This setting designates who in your shop will receive the automated notification and response to the RFQ, and quotes. This setting will default to the first teammate added to the platform. Users must be Amazon SES verified to receive RFQ email notifications. Read more about how to set up email notifications here.

6. What is the difference between Accounts and Contacts?

An account can be a customer or a vendor company, with contacts added to them. It is easy to create and edit payment terms for each account in Paperless Parts! Search for an account and begin editing the profile. Note that the customer/vendor payment terms are the default payment terms and will override all company payments terms unless you select company payment terms to ‘Apply to all employees’.

7. How do I add Tax Rate to a Company Profile?

The following answer is not legal or tax advice - Setting a tax rate for each company account (from the  Contacts page), will apply to all quotes created with that contact selected from that point on. Otherwise, by checking tax-exempt, each unique customer profile will default to its respective current tax rate, or the global default tax rate (adjustable from the  Settings Page).

Let's say an engineer is the buyer and builds prototypes. These parts may not be the end-use device. These parts might then need a tax rate. Alternatively, let's say an engineer at the same company purchases parts which will be included in an end-use product. Those parts might not need a tax rate. You will need to update this tax rate accordingly.

8. What are Email Templates?
Email templates are a very useful tool to save your team time during the quoting process. You can create templates to use when a quote is sent, or send a customer a follow-up email about an existing quote, when the order is shipped, and when canceling an order. Each email will automatically be updated with the customer’s name and quote or order number. You can of course edit every email before it is sent to your customers. Note that whichever team member creates the email template will have their signature associated with the email. Furthermore, the most recently created template will become the default template.
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