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Last Updated: 11/13/2024
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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Last Updated: 11/13/2024
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 want a cus...
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Last Updated: 11/13/2024
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 gre...
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Last Updated: 11/13/2024
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: Enable mul...
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Last Updated: 11/13/2024
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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Last Updated: 11/13/2024
in Admin Company Preferences Lot Numbers & Serial Numbers
In the Lot / Serial #s preference, you will be able to manage your Lot Numbers & Serial Numbers.
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Last Updated: 11/13/2024
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 adds a...
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Last Updated: 11/13/2024
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 the...
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Last Updated: 11/13/2024
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: General Allow Negative Inventory. When deleting a transaction or line, ch...
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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 ...