General Settings

Documentation / Settings

Titles:

Currency Settings	Cost centers
Customers	Vendors
Sales Orders	Purchase Orders
Invoices	CashFlow
User settings

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SETTINGS

Basic information about your company:

• Company name
• Telephone
• EAN company number
• Business ID
• E-mail address
• Starting the EAN running number
• VAT ID
• Web pages
• Facebook
• Twitter
• Instagram
• Pinterest
• Youtube
• Address information

The information can be edited by entering the edit mode by clicking the blue "Edit" link.

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CURRENCY SETTINGS

Currencies can be created, deleted, and edited on the settings page. Fields:

• "currency" means the identifier of the currency,
• "symbol" is a sign that is attached after the currency amount
• "Euro rate" means how many units of currency you can get for one euro: i.e. The euro exchange rate of 1.5 means that one euro buys 1.5 units of currency, i.e. the value of the currency is less than the euro
• the "negative shape" describes where the symbol is placed on the negative amount
• The "positive form" is the same as the negative form, but for positive amounts
• "default" describes whether the currency is the default currency of the system

The addition is made from the blue "add" link.

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COST CENTERS

The company's costs can be allocated to cost centers, in which case the costs of the cost centers can be grouped separately.

The addition is made from the blue "new" link.

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CUSTOMERS

The following can be defined for the client:

• Groupings

• Groups

• Status or type, such as active/inactive:

  • Billable
  • additional sales
  • Check
  • waiting for further measures

• Tags

• Prospect group

• Offers

  • offer templates

• Address groups

  • Groupings
  • Tags

• Contact groups

• Groupings

  • Groups
  • Tags

• E-commerce user groups

  • Groupings
    • Groups
    • Tags

The addition is made from the blue more link.

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ORDERS

Delivery methods are defined in the order settings. The delivery method can also be disabled if necessary.

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INVOICES

Preferences:

• Payment terms
• Bank accounts
• Invoice exports

The addition is made from the blue "Add" link.

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PRODUCTS

You need to configure a number of different settings for your products:

• Inventory groups and groupings
• Tags
• Product types
• Product parts
• Materials
• Sales prices
• Size ratings
• Product order types
• Delivery
• Royalties
• Color recipes, COLORS instructions

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WAREHOUSE

Warehouses and warehouse properties are added as needed. At least one warehouse must be present.

The addition is made from the blue "new" link.

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PURCHASE ORDERS

Purchase order settings define:

• Seasonal

  • Can be disabled
  • Can be completely removed

• Order terms

  • Name
  • Default selection
  • Order terms

• Production Country:

  • Id
  • Name
  • Dispatched within

• Checklists

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VENDORS

Vendor/Supplier setup specifies

• Groupings
• Groups
• Tags

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CASH FLOW

The cash flow setup defines the conditions for processing:

• Share
• Event name
• time shift for the event

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USER SETTINGS

In the user's settings, the user can influence their own settings:

• Password
• Language
• Culture
• Time zone

Event configuration and functionality:

• Whether transactions are created for certain activities
• Whether an email is sent about events

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