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Last Updated: 07/28/2025 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 o...
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Last Updated: 11/13/2024 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 next ...
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Last Updated: 07/28/2025 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 th...
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Last Updated: 07/28/2025 in Admin Company Preferences
Payments
Under Payment company preference, you will be able to manage your credit card security settings.
Access by: Admin -> Company Preferences -> Payments
Setting up credit card security is critical for preve...
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Last Updated: 07/28/2025 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 Ge...
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Last Updated: 07/28/2025 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:
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Last Updated: 06/30/2022 in Admin Company Preferences
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...
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This video demonstrates how to set a Company Preference to prevent the quantity to be automatically set, allowing you to enter the quantity manually.