Company Preferences

Articles

Overview
Overview The Company Preferences under the Admin function allows you to set up specific settings that will effect functions for each of your software commands. Setting Up Company Preferences The Company Preference page is broken up into section...
General
General Preferences The General Section allows you to modify the following: How many places you would like Decimal Points to display (you have the option of setting it for Quantity, Cost, and Price) If you would like to enable Foreign Currency...
Activities
Activity Preferences Under Activity Preferences you can modify how your calendar activities will be processed, the timing for alarms, email reminders. You are able to: Select how many due date days get added. Select if you want to send an Em...
Doc #s
DOC #s Under Doc #s company preference you will be able to mark the number order for all your transaction. (i.e. If you want all of your Sales Orders to start from a set numerical number).   Just type in the number you want to be your ne...
Items
Items Under Item preference, you will be able to dictate various aspects of item usage.   The Items preference contains several options of how the Item will be used within your organization. Special attention should be given to each of ...
Inventory
Inventory The Inventory Section of your Company Preference settings allows you edit specific settings pertaining to your Inventory Control. You have the option to: Allow Negative Inventory. Include pending customer returns in available Invento...
Sales
Sales Under the Sales company preference, you will be able to manage various aspects of your sales order.  Special attention should be given to this section. It will determine if you wish to have multiple ship dates, if you want ...
Shipping
Shipping Under shipping company preference, you will be able to manage shipping options and setting up UCC-128 codes (unique shipper identifier). The Shipping Preferences are divided into two tabs: General and Packages Under the General tab y...
Payments
Payments Under Payment company preference, you will be able to manage your credit card security settings.  Setting up credit card security is critical for preventing credit card fraud and avoiding losses to your business. This section add...
Company Preferences: Purchasing
Purchasing  Under the Purchasing company preference, you will be able to manage your promised dates, purchasing from preferred vendors and drop ship Purchase Orders.  Select the appropriate selection for your Purchasing preference: En...
Receiving
Receiving   Under the Receiving company preference, you will be able to manage how your purchases will be received: Auto complete Receiver from Purchase Order. Uncheck to receive items manually. Deny receiving orders greater than orde...
Production
Production Under the Production Section of your Company Preference, you can edit specific settings pertaining to your work order in the Production stage. By selecting some of the choices under this company preference, you can control how th...
Preferences for Lot Numbers & Serial Numbers
Lot Numbers & Serial Numbers In the Lot / Serial #s preference, you will be able to manage your Lot Numbers & Serial Numbers.