Company Preferences - to be deleted

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 YOUR COMPANY'S PREFERENCES

The Company Preference page is broken up into sections: 

  • General
  • Activities 
  • Doc#'s 
  • Items 
  • Inventory 
  • Sales 
  • Shipping 
  • Payments 
  • Purchasing 
  • Receiving 
  • Production 
  • Lot/Serial #s

To access the Company Preference set up, click on the Gear icon on the top right of the screen.  Under the Settings section click on Company Preferences

After Editing ANY field, always click  Save, before moving to the next section.

GENERAL PREFERENCES

The General Section allows you to modify the following:

  • The monetary version you are using (US, UK, CA or AU)
  • 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.
  • If you would like to include the current month in "Trailing Twelve Months" filter.

ACTIVITIES PREFERENCES

The Activities section of Company Preferences allows you to edit notification preferences. You are able to:

  • Select how many due date days get added
  • Select if you want to send an Email when you create a new document
  • Select if you want to set an Alarm when you create a new document
  • Select how many minutes elapse when you select a reminder

DOC #s PREFERENCES

The Doc #'s section of the Company Preferences Settings allows you to Select What Numbers Your Reports Will Begin With, as well as,  How many Numbers the Next Report should Increase by.

The Reports you are able to enter the Document Number are:

  • Next Work Order Number
  • Next Purchase Order Number
  • Next Bill Number
  • Next Adjustment Number
  • Next Disassembly Number
  • Next Credit Memo Number
  • Next Transfer Number
  • Next Sales Order Number
  • Next Shipping Doc Number
  • Next Customer Return Number
  • Next Quote Number
  • Next Repair Order Number

ITEMS PREFERENCES

The Items Section allows you to modify the following:

  • If the Kit Selection prices must be the same as its item's price
  • If you want to allow the editing of an Inventory Items' properties inherited from the Item Group (Accounts, UOM, Price Levels)
  • If you want to Update an Item's account when changing the item's group
  • If you want the Get the Next # option to use the last record (Uncheck to use the last sequence #)
  • If you want (by default) new items being created to have Lot/Serial # tracking turned on
  • If you want to Allow Duplicate UPC's
  • If you want to Enable Multiple Units of Measure 

INVENTORY PREFERENCES

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 Inventory
  • Include Inventory in Transit in Available
  • Auto allocate dependencies
  • Enforce allocation to dependencies from linked transactions

Allow negative inventory quantity preference. This selection allows an Item's inventory quantity fall into negative values.

PURCHASING PREFERENCES

The Purchasing Section of your Company Preference settings allows you edit specific settings pertaining to your Purchasing. You can set up the following options in the Purchasing Company Preferences:

  • Enable multiple promise dates.
  • Limit items for purchasing to items that have the current vendor listed as a preferred vendor.
  • Copy purchase order line comments to receiver lines.

SALES PREFERENCES

The Sales Section of your Company Preference settings allows you edit specific settings pertaining to your Sales. You can set up the following options in the Sales Company Preferences:

Under the General tab you can modify the following:

  • Identify if a Customer's PO number is unique.
  • Enable multiple ship dates.
  • Check credit limit before changing the status of the order Approved.
  • By default do not allow partial shipments.

Users will not be able to change an order status until the credit limit is met.

Under the Price Level Rounding tab you can modify the following:

  • Round the pricing level to the nearest POINT DECIMAL (i.e. .01,.1,1)
  • Rounding Direction (i.e. Nearest, Up, Down)
  • Add to price or deduct from a price. 

Under the Advance tab you can modify the following:

  • Limit items for selling to items that have an item # listed for the current customer
  • Enable generating vendor RFQs from quotes.

SHIPPING PREFERENCES 

The Shipping Company Preferences allows you to set your shipping preferences.  The Shipping Preferences will be divided into four tabs (General, Filling, Packages, Kits)

Under the General tab you can set the following Shipping Preferences:

An option is available to Warn of Zero Quantity 

  • No Warning
  • Warn if any lines have zero quantity shipped
  • Warn when all line have zero quantity shipped

Under the Filling tab you can set the following Shipping Preferences:

The following options are available for Generating Ship Docs from Sales Orders:

  • Always try to add the items to unshipped Ship Docs for the same Customer && Location
  • Only add items to unshipped Ship Docs that are linked to the current order
  • Never add items to existing, unshipped Ship Docs

The following options are available for Generating Ship Docs from Sale Orders using the Batch Shipment screen:

  • Only add items to unshipped Ship Docs that are linked to the current order
  • Never add items to existing, unshipped Ship Docs

Packages tab 

Under the Shipping and Package, you will have the option to trace your packages by using UCC-128 codes. 

Kits tab

The Kits tab will enable you to select if your Kits will be shipped:

  • Group items by kit
  • Deny shipping partial kits

PAYMENT PREFERENCES

The Payments Section of your Company Preference settings allows you edit specific Payments settings. The following options are available for your payment processing:

    • Require both Billing Address and Zip
    • Require Billing Address
    • Require Zip
    • Require either Billing Address or Zip
    • Require neither Billing Address nor Zip

PURCHASING



RECEIVING



PRODUCTION PREFERENCES

The Production Section of your Company Preference settings allows you edit specific settings pertaining to your work order in the Production stage. You can set up the following options in the Production Company Preferences:

Under the General tab you can modify the following:

Under the Advance tab you can modify the following:

LOT/SERIAL #S PREFERENCES

The Lot/Serial #s preference you will be able to specify your Lot/Serial #s settings.  

Under the General tab you can adjust the following settings:

  • Able to enter a default number of days before a lot/serial # expires
  • Able to set how the Next Seq # will be generated

Under the Duplicates tab you can adjust the following settings:

  • Do not allow Duplicates
  • Allow duplicates on all transactions

Under the Getting Available tab, you can set up the lot/ser # initial quantity.

  • 1
  • The total available quantity.

Under the GS1 tab, you can select the options for scanning GS1 Barcodes  

REPAIR ORDERS PREFERENCES

Under the Repair Order Company Preferences you can set up the following:

  • Default Repair Bin
  • When posting invoice to QB, allow QB to assign the invoice #