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Created On: 11/01/2017
in Admin Company Preferences
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 the ...
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Created On: 11/01/2017
in Admin Company Preferences 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...
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Created On: 11/01/2017
in Admin Company Preferences
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: Enabl...
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Created On: 11/01/2017
in Admin Company Preferences 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...
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Created On: 11/01/2017
in Admin Company Preferences
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...
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Created On: 11/01/2017
in Admin Company Preferences
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...
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Created On: 11/01/2017
in Admin Company Preferences Inventory The Inventory Section of your Company Preference settings allows you edit specific settings pertaining to your Inventory Control. You have the option to: When Creating a Count Exclude Allocated items Exclude Items in Produc...
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Created On: 11/01/2017
in Admin Company Preferences 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 ...
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Created On: 11/01/2017
in Admin Company Preferences 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...
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Created On: 11/01/2017
in Admin Company Preferences 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...