The App Config page has settings that control how the ERP behaves in certain situations.
Please Note: Some of these settings can cause massive changes in the system’s behavior. If you are unsure of any settings, please log a ticket before changing anything.
- The Configs can be quickly accessed from the search option above.
The settings are grouped together into the following categories:
General
| Configuration | Description | Settings |
|---|---|---|
| Phone Number Format | Determines the phone number format to be used. | Select the format: (999) 999-9999 999-999-9999 999 999 9999 (999) 999 9999 (999) 999-999-9999 Any |
| Page Size Options | Determines Page Size Options in the application. | Select one or more Option(s) 5 10 20 30 50 100 200 500 1000 |
| Client Time Zone | Select the Client Time Zone. | Select the Client Time Zone like (UTC-08:00) Pacific Time (US and Canada) |
| Send notification on goods received | Send notification to PO source on goods received. | Acceptable values are “Y” or “N”. |
| Goods received notification type | Opt for the Goods received notification type. | Email/Internal Notification |
| Custom Price Labels | Custom Price Labels. | Select one or more Option(s) to change the label text Custom Price 1 Custom Price 2 Custom Price 3 Custom Price 4 Custom Price 5 Custom Price 6 Custom Price 7 Custom Price 8 Custom Price 9 Custom Price 10 Custom Price 11 Custom Price 12 Custom Price 13 Custom Price 14 |
| Calculate Taxes based on Address | Allow to calculate Taxes based on Address. | Acceptable values are “Y” or “N”. |
| Allow Tax Amount Overrides | Use the setting to allow Tax Amount Overrides. | Acceptable values are “Y” or “N”. |
| Address based Taxes Origin Store | When using address based taxation, this Store address will be used as origin of Product. | Select an Option: Sale Store or Ship Store |
| Use Abbreviations for States/Provinces | Use Abbreviations for States/Provinces. | Acceptable values are “Y” or “N”. |
| Country Names Format Type | Select a format type for Country Names. | Select an Option : Full Name ISO Code(2) ISO Code(3) |
| Allow duplicate emails | Allow duplicate emails for Vendors and Customers. | Acceptable values are “Y” or “N”. |
| Colored Status Labels | Change the status indicators to colorful labels. | Acceptable values are “Y” or “N”. |
| Credit Card Declined Emails | Prompt user to send Credit Card declined emails to the customer on failed attempts. | Acceptable values are “Y” or “N”. |
| Credit Card Payment Receipts | Automatically send Credit Card payment receipts to Customer when user applies manual payment through one of payment modules. | Acceptable values are “Y” or “N”. |
| Default Size Uom | Default Size Unit Of Measurement. | Select an Option: Meter Centimeter Kilometer Inch Foot |
| Default Weight Uom | Default Weight Unit Of Measurement. | Select an Option: Kilogram Gram Pound |
| Allow multiple Customers with the same name | Allow multiple Customers with the same name. | Acceptable values are “Y” or “N”. |
| Send additional notification on Goods Received to following emails | Enter the emails to send additional notification on Goods Received. | Enter Email |
| Allow multiple Item with same options | Allow multiple item with same options. | Acceptable values are “Y” or “N”. |
| Save Card details for future payments | Save Card details for future payments. | Acceptable values are “Y” or “N”. |
| Auto read similar notifications | When you read/view a notification, it auto marks the similar notifications as read. | Acceptable values are “Y” or “N”. |
| Payment Receipt notification for internal users | Turning this setting ON will send the Payment Receipt Notification to the Internal Users. | Acceptable values are “Y” or “N”. |
| Payment Receipt notification – Additional emails | Send payment receipt notification to internal users- You can add comma-separated emails like abc@xoro.com,def@xoro.com. | Add comma-separated email ids. |
| Use current date when creating duplicate Orders | Turn the setting ON to use current date when creating duplicate Sale/Purchase Orders. | Acceptable values are “Y” or “N”. |
| Process Card mandatory for Payment Method types | Select one or more available payment method types to make process card mandatory for selected payment method types. | Select one or more Payment Methods from the list provided. |
| Address Instruction Labels | You can add multiple “Address Instruction Labels” in the fields provided. | Write down the values under the “Address Instructions fields provided. |
| Allow Close Order option | This setting allows/restrict to Close an Order. | Acceptable values are “Y” or “N”. |
| Allow Negative Values for line Items | Allow Negative Values for line items. | Choose the setting if applicable for Sales Order or Purchase Order, or both. |
| Prepend Company Name In Browser Tab | Prepend the Company Name In Browser Tab Title. | Acceptable values are “Y” or “N”. |
| Enable discount per Qty | Turning the setting ON will enable giving discounts on the line level. | Acceptable values are “Y” or “N”. |
| Restrict address based tax calculation | This will disable address based tax calculation when uploading/syncing Orders or Invoices with the Third Party sources mentioned. | Provide the Third Party Source. |
| Move Qty above Price | Move Qty above Price In Add Item. | Acceptable values are “Y” or “N”. |
| Allow Merging Order Lines | Allow Merging Order Lines in Sales and Purchase Order. | Acceptable values are “Y” or “N”. |
| Allow to auto create Tags | Turning this setting ON will allow to auto create tags. | Select one or more options among: Order Tags, Customer Tags, item Tags. |
| Enable Weight & Dims for Non Inventory Item | The setting will allow/restrict adding Weight & Dims for Non inventory Items. | Acceptable values are “Y” or “N”. |
| Allow Duplicate Vendor Credit Reference Number | Allow duplicate reference number for a Vendor in Vendor Credit. | Acceptable values are “Y” or “N”. |
| Simplify Task Management | Allows to simplify Task Management. | Acceptable values are “Y” or “N”. |
| Allow notifications for Task Management | Allow notifications for Task Management for the selected Task(s). | Select one or more options from: Create/Update Task, Update Assignee, Update Due Date, Work Started, Work Completed, Change Status, New Comment, Update Watcher(s) . |
| Enable Address based Tax calculation for specific sources | This will enable Address based Tax calculation when uploading/syncing Orders or Invoices with these Third Party Sources. | Provide the Third Party Source. |
| Disable Exchange Rate modification | Select Sales Order or the Purchase Order to disable the Exchange Rate modification. | Select Sales Order or the Purchase Order. |
| Running Sub-Total | This setting will allow to calculate the Sub-Total amount for the specific lines after the previous subtotal row. | Acceptable values are “Y” or “N”. |
| Show VAS Item Total Amount In Separate Summary Line | This will show VAS Item total amount in separate summary line. | Acceptable values are “Y” or “N”. |
| Use asterisk for mandatory fields | Use asterisk for mandatory fields. | Acceptable values are “Y” or “N”. |
| Advanced Item Search | If this setting is turned on, the item dropdown in various modules can search the item by providing multiple keywords in arbitrary sequence separated by a ‘space’. Note: This feature can make the item search slower if the number of items in the item Centre is greater than 500. | Acceptable values are “Y” or “N”. |
| Item UPC Validation | You can specify the regular expression which system will use to validate Item UPC when creating/updating Items(s). For example ([0-9]{12}). This means the Item UPC must contain sequence of 12 digits. | Enter a Regular Expression. |
Customer Portal
| Configuration | Description | Settings |
|---|---|---|
| Comment Notification | Select the Customer portal comments notification User Groups. | Select one or more User Groups |
| Payment Notification | Select the Customer portal payments notification User Groups. | Select one or more User Groups |
Sales
| Configuration | Description | Settings |
|---|---|---|
| Default Customer Deposit Liability Account | Determines the default Customer Deposit Liability Account (Un-earned Revenue). | Select the default Customer deposit liability account |
| Allow duplicates in Customer Deposit Reference | Allow duplicates in Customer Deposit Reference. | Acceptable values are “Y” or “N”. |
| Item Return Notes Field Mandatory | Make Item return notes mandatory in Credit Memo and Refund Receipt. | Acceptable values are “Y” or “N”. |
| Select Sale Store for Customer Portal Orders | This store will be used as “Sale Store” for Customer Portal Orders. | Select One Store |
| Select Ship store for Customer Portal Orders | This store will be used as “Ship Store” for Customer Portal Orders. | Select One Store |
| Split SO line discount per quantity | Split discount per quantity shipped for Pack & Ship. | Acceptable values are “Y” or “N”. |
| Restrict Sales Order Modifications | Require password access to modify Sales Order once it is Released. Access permission to override can be assigned through Access Manager. | Acceptable values are “Y” or “N”. |
| Restrict Sales Rep Modifications | Require password access to modify Sales Rep or Orders and Invoices. Access permission to override can be assigned through Access Manager. | Acceptable values are “Y” or “N”. |
| Allow duplicate phone numbers in Customers | Allow duplicate phone numbers in Customers. | Acceptable values are “Y” or “N” |
| Enable Pricing Rule Restrictions | Enable Pricing Rule Restrictions in Sales Modules. | Acceptable values are “Y” or “N”. |
| Restrict modifications of Shipped, Partially Shipped and Allocated orders | Restrict modifications of Shipped, Partially Shipped and Allocated orders. Access permission to override can be assigned through access manager. | Acceptable values are “Y” or “N”. |
| Restrict SO for cancellation, if SO is linked with PO | Restrict SO for cancellation, if SO is linked with PO. Please update config settings to cancel order. | Acceptable values are “Y” or “N”. |
| Restrict SO for close, if SO is linked with PO | Restrict SO for close, if SO is linked with PO. Please update config settings to close order. | Acceptable values are “Y” or “N”. |
| Restrict Add Item in SO for missing foreign currency | Restrict adding items in Sales Order for missing foreign currency price | Acceptable values are “Y” or “N”. |
| Search Customer by Ship To Name | Search Customer by Ship To Name | Acceptable values are “Y” or “N”. |
| Auto email send confirmation on order release | Order release confirmation email will be sent to the customer. You can customize the email content using the email templates module | Acceptable values are “Y” or “N”. |
| Warning on duplicate Customer PO | Show confirmation warning message when entering a duplicate Customer PO in Sales Order | Acceptable values are “Y” or “N”. |
| Override handle on upload Products | Override handle when uploading product. It is recommended to keep the setting OFF. | Acceptable values are “Y” or “N”. |
| Enable Invoice overdue reminder emails | If this setting is enabled, the Customers will receive the Invoice overdue reminder emails daily at the time specified by “Due/Overdue Invoice Reminder Time”. You can also specify the number of days the email should be sent after the email is due using the app config “Overdue Invoices reminder email interval in days”. | Acceptable values are “Y” or “N”. |
| Overdue Invoices reminder email interval in days | You can specify the interval at which the system should send the email reminder for overdue Invoices. For example: If you enter 3, the system will remind the Customer every 3rd day until the Invoice is marked as Paid. The first email will be sent on the 3rd day after the due date of the Invoice. | Enter the number of days. |
| Apply Default Tax on Shipping | Turn ON this setting to apply Default Tax on Shipping. | Acceptable values are “Y” or “N”. |
| Restrict expired Estimates to be converted to SO | Turning this setting ON will restrict Expired Estimates to be converted to SO. | Acceptable values are “Y” or “N”. |
| Block Operations for Customers on hold | Select the operations such as: Create/Update Estimate, Create/Update SO, Release SO, etc. to be blocked for the Customers on hold. | Select the operation(s) to be blocked from the list provided. |
| Apply “Update Released SO” authorization only to the item(s) containing following categories | Apply “Update Released SO” authorization only to the Item(s) containing the categories mentioned. | Select the Item Categories. |
| Prefer Customer “Bill To Address Email” when sending Orders and Invoices | For Orders and Invoices, prefer “Bill To Address Email” when sending emails using Add to email queue function through Centres or modules. If this is set to “No”, the Customer’s billing or main email will be used. | Acceptable values are “Y” or “N”. |
| Enable Item Sales Tax by state mapping | This will allow you to define the item’s forced Sales Tax by State/Province. | Acceptable values are “Y” or “N”. |
| Enable Kit Creation on the Go | This will allow to create kits while adding Items. | Acceptable values are “Y” or “N”. |
| Inventory Type for Availability Column | Inventory Type for Availability Column in Estimate and SO. | Select from; Available, Net Available, ATS, ATS (Inc PO). |
| Auto Release Sales Order | Allows to auto release sales order. | Acceptable values are “Y” or “N”. |
| Restrict Order linking between different Stores | Restrict Order linking between different Stores. | Acceptable values are “Y” or “N”. |
| Ship Date Mandatory | Make Ship Date Mandatory in Sales Order and Estimate. | Acceptable values are “Y” or “N”. |
| Deposit/Payment links email source | Selecting one of these options will decide which email type will be used when sending Deposit and Payment links to the Customers. | Select the Company Email or the User Email. |
| Auto split Deposit on splitting a Sales Order | Allows to auto split Deposit on splitting a Sales Order. | Acceptable values are “Y” or “N”. |
| Duplicate Expired Estimate | Allow creating duplicate(s) of an expired estimate. | Acceptable values are “Y” or “N”. |
| Auto email packing slip along with the Invoice | Attach packing slip attachment with invoice when sending invoice mail. | Acceptable values are “Y” or “N”. |
| Auto email send confirmation on SO Allocation | Sales Order allocation email will be sent to the Sales rep with pick wave document. | Acceptable values are “Y” or “N”. |
| Send additional email on SO Allocation | Sales Order allocation email with Pick Wave document will be send to following users- You can add comma separated emails like a@yopmail.com,b@yopmail.com. | Enter the comma-separated email ids. |
| Ship Confirmation email Source | Selecting one of these options will decide which email type will be used when sending Ship confirmation. If the User email is not set up then it will send an email through the Company email. | Select the User Email or the Company Email. |
| Enable Invoice due reminder emails | If this setting is enabled, the Customers will receive the Invoice due reminder emails daily at the time specified by “Due/Overdue Invoice Reminder Time”. You can also specify the number of days the email should be sent before the email is due using the app config “Invoice due reminder email interval in days”. | Acceptable values are “Y” or “N”. |
| Invoice due reminder email interval in days | You can specify the interval at which the system should send the email reminders for due invoices in upcoming days. You can send multiple reminders by entering the days represented by a comma. For example (7,3,0). This means the system will remind the customer 7 days before, then 3 days before, and then on the due date until the invoice is marked as paid. | Enter the comma-separated “Number of Days”. |
| Due/Overdue Invoice Reminder Time | The Due and Overdue Invoice reminder emails will be sent to the Customers at this time daily (Format – HH:MM). | Enter the specified Time. |
| Enable shipping details for pick up shipping method | It will enable the shipping deatils in when ship method is pick up. | Acceptable values are “Y” or “N”. |
| Auto Inventory Adjustment | This will create inventory adjustment while creating wave in case of insufficient inventory. | Acceptable values are “Y” or “N”. |
| Use logged in user as Sales Rep | If this is enabled the system will check the currently logged-in user role, and if it is “Sales Rep/Sales Management”, then it will be automatically selected as Sales Rep for the Sales Modules. | Acceptable values are “Y” or “N”. |
| Restricted customer access for sales reps | If this setting is turned on, the sales reps will be able to load their corresponding customers in the customer selection dropdown menus across the entire application. This will restrict sales reps to only creating orders/invoices for the customers they are assigned to. | Acceptable values are “Y” or “N”. |
| Date offsets for Sales Order, Estimate, and Invoice Date | If this setting is enabled, order/estimate dates will be automatically calculated based upon the offset specified in days for each date type. For example: If the offset for “Date To Be Shipped” is set to 30 and the order date is Jan-01 then it will be set to Feb-01 based on offset calculations. | Enter the specified Date. |
| Disable Default Quantity of Item on Add Item in Sales Order | When enabled it will blank the quantity field on add item on sales order. | Acceptable values are “Y” or “N”. |
| Default ship carton configuration | This setting will decide how many default ship carton(s) are created when shipping the order. | Select the required option from the dropdown. |
| Enter the quantity for One carton per item | Enter the quantity value for the default quantity in carton. | Enter the required vale. |
| Enable Daily Invoice Emails | If this setting is on, the system will send invoice emails once per day to the customers at the time specified in the app config. This will only send emails for invoices created on the same day and for which emails have not been sent already. You can disable this feature per customer by disabling this setting on the customer level. (Note: This is helpful for the situation where order tracking information is entered at the later stage after marking the order as shipped.). |
Purchase
| Configuration | Description | Settings |
|---|---|---|
| Purchase Discount Item Types | Determines the Purchase discount default Item types | Select one or more Option(s) : Inventory Non-Inventory Service Shipping Labor Expense Lines |
| Vendor Request Date Mandatory | Make Vendor Request Date Mandatory in Purchase Order. | Acceptable values are “Y” or “N”. |
| Purchase Price Calculation Logic | This logic will be used to calculate purchase cost in Purchase Order a) Cost = Standard Unit Price – Discount % – Cost will be calculated as Standard Unit Price – Discount % ( (Standard Unit Price – Standard Unit Cost) * 100 / Standard Unit Price ) b) Cost = Standard Unit Cost – Cost is fetched from Standard Unit Cost and Discount % = 0 | Select an Option: Cost= Standard Unit Price- Discount% Cost= Standard Unit Price, Discount%=0 |
| Allow duplicate Vendor Bill numbers in Bill | Allow duplicate Vendor Bill numbers in Bill. | Acceptable values are “Y” or “N”. |
| Use Vendor Mapping Price in Purchase Modules | Use Vendor Mapping Price in Purchase Modules. | Acceptable values are “Y” or “N”. |
| Auto send email confirmation on Bill Payment | Bill payment confirmation email will be sent to the vendor. You can customize the email content using the email templates module | Acceptable values are “Y” or “N”. |
| Payment Methods for Bill Payment email confirmation | Select the Payment method(s) that will be applicable when sending email confirmation on Bill Payments. | Select one or more Option(s): Cash, Cheque, Visa, MasterCard, American Express, Interac Debit, Wire Transfer, Save and New, Test, Discover |
| Auto Release Purchase Order | Allows to auto release Purchase Order. | Acceptable values are “Y” or “N”. |
| Create Expense Bills in Item Reconciliation | Allows to create Expense Bills in Item Reconciliation. | Acceptable values are “Y” or “N”. |
| Send notification for manually created Item Receipt to following emails. | Please enter the emails to send Item Receipt notification – You can add comma separated emails like a@yopmail.com,b@yopmail.com. | Enter the comma-separated email ids. |
| Enable bill date validation | If this setting is on, the bill date cannot be prior to the item receipt date. | Acceptable values are “Y” or “N”. |
| Enable Import Duty Calculations | Enable Import Duty Calculations for Items. | Acceptable values are “Y” or “N”. |
| Auto allocate linked sales orders when stock is received | If this setting is on then the system will automatically allocate the sales order(s) linked to the purchase order being received by creating pick waves. You can specify the wave allocation type i.e Full Orders only (which means the order will wait to allocate until the complete order is available in stock), Full Qty Lines only, or Allocate what’s available. | Specify the wave allocation type. |
| Send email notifications when PO linked sales orders are auto-waved | If this setting is enabled, the system will notify the sales rep or customer or both (based on the selection) when the linked PO is received and sales order is automatically waved for picking. | Select the required option. |
| Linked SO & MO Stock Availability Notification Type | If this setting is enabled, system will send internal or email notifications to the sales rep assigned to the sales order or additional emails provided in the app config Types = Internal Notification (Sales Rep), Email (Sales Rep), Email (Additional Emails). | Select the required option. |
| Linked SO Stock Availability Notification – Additional Emails | If this setting is enabled, then the system will send additional email notifications to the email addresses specified in the app config when a PO linked to SO is received. | Acceptable values are “Y” or “N”. |
| Linked MO Stock Availability Notification – Additional Emails | If this setting is enabled, then the system will send additional email notifications to the email addresses specified in the app config when a raw materials PO linked to MO are received. | Acceptable values are “Y” or “N”. |
Accounting
| Configuration | Description | Settings |
|---|---|---|
| Duplicate Cheque Numbers | Allow cheque number duplicates when writing a cheque payment. | Acceptable values are “Y” or “N”. |
| Post Transactions in Tax Filed Period | Allow transactions to be post in Tax filed period. | Acceptable values are “Y” or “N”. |
| Post Transactions in Closed Financial Period | Allow transactions to be post in closed financial period. | Acceptable values are “Y” or “N”. |
| Miscellaneous Charge Income Account | Miscellaneous Charge is used in opening balance transaction. | Select Miscellaneous Charge Income Account |
| Miscellaneous Charge Expense Account | Miscellaneous Charge is used in opening balance transaction. | Select Miscellaneous Charge Expense Account |
| Restrict defaulter Customer Sales | Restrict defaulter customers to create sales orders and invoices. | Acceptable values are “Y” or “N”. |
| Non Collectable Tax Adjustment Expense Account | Non Collectable Tax Adjustment Expense Account. | Select Non Collectable Tax Adjustment Expense Account |
| Update Exchange Rate Manually | If you set this option as yes, then exchange rates will not be automatically updated using Xoro. | Acceptable values are “Y” or “N”. |
| Show balance in Chart of Accounts | Allows to show balance in Chart of Accounts. | Acceptable values are “Y” or “N”. |
| Allow all accounts in Item Expense Account | This setting will allow all applicable accounts to be selected in the Item Expense Account selection. | Acceptable values are “Y” or “N”. |
| Use Last Non-Zero Average Cost | When this setting is ON, the system will use the last non-zero average cost where needed in the transactions instead of the actual average cost. ***Note: This setting should not be changed if unsure. Please consult your accountant or Xoro support team for more information on this. | Acceptable values are “Y” or “N”. |
| Default Customer Refund Account | If you set the value for the config, then that value will be used as the default refund account for Credit Memo, Customer Deposit, Invoice Payment. | Select the required Account. |
| Exchange Rate Decimal Precision | This setting will determine the decimal precision for the exchange rates when updated using API. The default value is 2 decimal places. Note: This setting is only applicable to exchange rates updated using API and will not apply to the manually entered exchange rates in various modules of the application. | Select the decimal precision from the list. |
Inventory
| Configuration | Description | Settings |
|---|---|---|
| Allow modification of “Not Available” Qty | Allow modification of “Not Available” Qty for selected location types. Allowing Location types other than “Warehouse” is not recommended and can cause discrepancies in on-hands. | Select one or more Option(s) Warehouse Store In Transit Damage Area Manufacturing Return |
| Auto mark damage Inventory move as not Available | When moving Inventory to a damage type Location using Inventory movement module, automatically mark Inventory as not available | Acceptable values are “Y” or “N”. |
| Apply effective date to following Inventory Levels | Select the Inventory Levels that will be affected when choosing the effective date in Inventory Snapshot and Short Inventory Planner. | Select one or more Option(s): “On SO”, “On PO”, “On MO(-)”, “On MO(+)”, “In Picking(Wave)”, “In Receiving(ASN)”, |
| Auto mark Not Available Inventory to Available | When this setting is turned on, the “Not Available” qty will automatically be marked as Available if required during Inventory update API or csv upload file. | Acceptable values are “Y” or “N”. |
| Allow Inventory Value Adjustments | When this setting is turned on, the inventory adjustment module will allow value and quantity & value type adjustments. | Acceptable values are “Y” or “N”. |
| Enable short inventory email notifications | If this setting is enabled, the emails specified in “Short inventory email notification to following emails” will receive the short inventory notifications daily at the time specified by “Short inventory email notifications time”. | Acceptable values are “Y” or “N”. |
| Short inventory email notifications time | The short inventory emails will be sent to the emails specified in “Short inventory email notification to following emails” at this time daily (Format – HH:MM). | Provide the Time in the given format. |
| Short inventory email notification to following emails | Please enter the emails to send short inventory notification – You can add comma seperated emails like a@yopmail.com,b@yopmail.com. | Add comma seperated emails. |
| Short inventory notification level | User can set the inventory level in this config based on which the short inventory notification emails will be sent. For Example, if “Re-Order & Short Qty” is selected then all the items which are short by quantity or below the re-order point will be sent in the notification email. | Select the type from the dropdown. |
| Restrict Inventory By User Store Mapping | If this setting is enabled, then the stores will be restricted by user store mapping in-store dropdowns and in the following inventory modules: Item Inventory Snapshot, Inventory By Location, Inventory Change Log, Batch Inventory Movement, Short Inventory Planner, Inventory Adjustment Centre. | Acceptable values are “Y” or “N”. |
| Enable write-off feature for not available inventory | This feature will allow users to write-off not available inventory without making it available.. | Acceptable values are “Y” or “N”. |
Warehouse
| Configuration | Description | Settings |
|---|---|---|
| Generate Receipt Per PO/Vendor | Determines whether the Receipt generation will be per PO or Vendor at the time of ASN closing. | Select PO/Vendor |
| Auto apply available deposit on SO in Pack and Ship module | Auto apply available deposit on SO in Pack and Ship module. | Acceptable values are “Y” or “N”. |
| Restrict SO with Payment Terms at Create Wave | Restrict Sales Orders with selected payment terms to create Wave if amount to Pick is greater than deposit available. | Select one or more Option(s) Restrict SO with Payment Terms at Create Wave |
| Restrict SO with Payment Terms at Pack And Ship | Restrict Sales orders with selected payment terms to pack & ship order if amount to ship is greater than deposit available | Select one or more Option(s) Restrict SO with Payment Terms at Pack And Ship. |
| Enable FIFO Picking | Arrange Wave Items based on manufacture date in chronological Order. | Acceptable values are “Y” or “N”. |
| Enable LPNs | Enable License Plate Numbers for all item inbound, outbound and transit processes. | Acceptable values are “Y” or “N”. |
| Auto email Ship confirmation on Pack & Ship | Ship confirmation email will be sent to the Customer on Pack & Ship automatically with attached Invoice. You can customize the email content using the email templates module. | Acceptable values are “Y” or “N”. |
| Shipping Label – Sender Company Name | Shipping Label – Sender Company Name. | Select an Option: Company Name Store Name |
| Allow ASN Over-Receiving | Allow over receiving quantities during Receive ASN operation. | Acceptable values are “Y” or “N”. |
| Restrict Ship confirmation emails for the following accounts | Please enter the Ship email restricted accounts. | Please enter the Ship email restricted accounts |
| Enable Auto Calculate Items Weight | Enable Auto Calculate Items Weight. | Acceptable values are “Y” or “N”. |
| Keep the Shipping Cost consistent from Sales Order to Pack & Ship | If you mark this option as yes, then the Shipping Cost override checkbox will be checked and Shipping cost of Sales Order will be used as default value. You can always change this after you edit the Shipment. | Acceptable values are “Y” or “N”. |
| Ship Confirmation Email Order Types | Ship Confirmation Email Order Types. | Select one or more options. |
| Allow locked Wave to be voided | Allow locked Wave to be voided. | Acceptable values are “Y” or “N”. |
| Allow Planned Ship Date at Create Wave | Allow Planned Ship Date at Create Wave. | Acceptable values are “Y” or “N”. |
| Enable address level Shipping account number | When this setting is ON, a new field “Shipping Account#” will be added to Customer’s Ship To address which can then be used in Sales Orders. This field will take precedence over existing Shipping account number field at the Customer level. | Acceptable values are “Y” or “N”. |
| Dedicated location for SO Waving | Default dedicated location for SO Waving. | Acceptable values are “Y” or “N”. |
| Dedicated location for PO Receiving | Default dedicated location for PO Receiving. | Acceptable values are “Y” or “N”. |
| Show lock wave pop-up | Show/hide lock Wave pop-up when creating a Wave using SO module or SO centre. | Acceptable values are “Y” or “N”. |
| Use Carrier Markup percentage table for calculating Shipping Cost | Use carrier markup percentage table for calculating Shipping Cost. | Acceptable values are “Y” or “N”. |
| Add check for duplicate Third Party Ref numbers | Add check for duplicate Third Party Ref Numbers to block operations like Wave, Ship etc. | Acceptable values are “Y” or “N”. |
| Use background job for Express Ship | If this option is set to yes, the Express Ship will execute as a bacground task and add delays for high number of Order Waves. This is recommended if the Order count per Wave is usually greater than 50 to prevent any timeouts due long running processes. **Note: System will automatically use this option as yes for large order count Waves. | Acceptable values are “Y” or “N”. |
| Wave Template Selection Type | Allows to select Wave template manually or using Wave template rule. | Select an Option: Manual, Template rules, Default template. |
| Auto combine LPN by Location Type | Auto combine LPNs by Location type for same Location and Item. | Select one or more Option(s): Warehouse, Store, In Transit, Damage Area, Consolidation Location, Manufacturing, WIP, Return, QA. |
| Allow locked Wave during Advance Payment Restriction | This will allow creating Locked Wave during Advance Payment Restriction. | Acceptable values are “Y” or “N”. |
| Enable sell package allocation | If this setting is on, the system will allocate (wave) orders in the multiple of sell package quantity available on locations. It will not split the order line to break the sell package / inner pack during the wave./td][td]Acceptable values are “Y” or “N”. | |
| Send custom data fields in shipping label request | If this setting is on, additional fields (Customer PO, SO Number, Invoice Number) will be sent to third-party shipping integrator app and will be printed on the shipping label. **Note: This information may show differently on the label based on the carrier. | Acceptable values are “Y” or “N”. |
Manufacturing
| Configuration | Description | Settings |
|---|---|---|
| Lot number pattern for Manufacturing | Auto-generate the Lot numbers like MO#YearMonth{MoNumber}-[yyMM] example -> 123445-2103. | Enter the date in the format: {MoNumber}-[yyMM] |
| Enable dynamic MO | Allows to create MO from SO with a default BOM Item. | Acceptable values are “Y” or “N”. |
| Default BOM Item number for dynamic MO | This BOM Item number will used to generate dynamic MO. | Enter the Default BOM Item number to be used. |
| Enable auto produce when having insufficient inventory | If this setting is on, the items with “Auto producible” flag marked as “yes” will auto create Manufacture order and produce it automatically when inventory is insufficient during following operations: Create Invoice, Create Wave. | Acceptable values are “Y” or “N”. |
| Auto allocate linked sales orders when linked MO is produced | If this setting is on then the system will automatically allocate the sales order(s) linked to the manufacturing order being produced by auto-creating pick waves. You can specify the wave allocation type i.e Full Orders only (which means the order will wait to allocate until the complete order is available in stock), Full Qty Lines only, or Allocate what’s available. | specify the wave allocation type. |
| Send email notifications when MO linked sales orders are auto-waved | If this setting is enabled, the system will notify the sales rep or customer or both (based on the selection) when the linked MO is produced and sales order is automatically waved for picking. | specify the wave allocation type |
| Production Offset Account | This account will be used as an offset account for the shrinkage/swell transactions in producing manufacture orders when production offset qty is entered. | Select the required Account. |
API/Integrations
| Configuration | Description | Settings |
|---|---|---|
| Freight Invoice Markup Percentage | Please enter the percentage value to be applied as a markup when calling Ship Order API , Example : 10. | Enter Value |
| Auto Create New Customers | While importing Orders and Invoices using API or Uploads create new Customer if not found. | Acceptable values are “Y” or “N”. |
| Override Invoice Shipping with API Freight Amount | When using Ship API or File Upload if no Sales Order estimated Shipping Cost is provided, use the freight provided in API call. | Select one or more Option(s) |
| Prefer Customer Addresses | During API/Upload requests for creating Sales Orders or Invoices, Always use the Customer default “Ship To/Bill To” addresses and ignore the address provided in the API/Upload request. | Acceptable values are “Y” or “N”. |
| Auto Create New Vendors | While importing Purchase Orders using API or Uploads create new Vendors if not found. | Acceptable values are “Y” or “N”. |
| Use UPC number for Fulfill/Ship Wave | In Ship API or File Upload, use UPC number provided instead of Item Number. | Acceptable values are “Y” or “N”. |
| Override Invoice Shipping with API Freight Amount | In Ship API or File Upload, Use the freight provided in API call. | Acceptable values are “Y” or “N”. |
| Auto mark non Inventory lines as fulfilled during upload Wave or fulfill API call | Auto mark non Inventory, service or labor lines as fulfilled during upload Wave or fulfill API call | Acceptable values are “Y” or “N”. |
| Use Item UPC number to receive ASN | Use Item UPC number to receive ASN. | Acceptable values are “Y” or “N”. |
| Auto fix penny rounding during upload/API call | If this setting is Yes then system will auto append the penny rounding row to match the total during upload or create Order/Invoice API call. | Acceptable values are “Y” or “N”. |
| Use Item UPC code to upload Inventory | Use Item UPC code to upload Inventory. | Acceptable values are “Y” or “N”. |
| Strict Mode for Upload Defaults. | This will disable automatic creation of master(s) for upload default. | Acceptable values are “Y” or “N”. |
| Use item-unit price validation for Upload/API is Sales Order. | This will enable validation of item-unit price in the Upload Sales Order/API call based on the third-party sources specified in the comma-separated format. **Note: You can use (*) as a wildcard character to apply this setting to all the orders. | Specify sources in the comma-separated format. |
| Use standard unit price validation for Upload/API is Sales Order. | This will enable validation of standard unit price in the Upload Sales Order/API call based on the third-party sources specified in the comma-separated format. **Note: You can use (*) as a wildcard character to apply this setting to all the orders. | Specify sources in the comma-separated format. |
| Use item sell package validation for Upload/API is Sales Order. | This will enable validation of item sell package in the Upload Sales Order/API call based on the third-party sources specified in the comma-separated format. **Note: You can use (*) as a wildcard character to apply this setting to all the orders. | Specify sources in the comma-separated format. |
B2B
| Configuration | Description | Settings |
|---|---|---|
| Use Grid for Variant View in B2B | Use Grid for Variant View in B2B. | Acceptable values are “Y” or “N”. |
| Set default Payment Term for new created Customer | Default Payment Term will be selected for new created Customer. | Select an Option |
| Set default Payment Terms | Set default Payment Terms. | Select one or more Option(s) |
| New Sales Order notification in B2B | New Sales Order notification in B2B. | Select one or more Option(s)Email Internal Notification |
| Send additional notification on new Sale Order in B2B to following emails | Send additional notification on new Sale Order in B2B to following emails. Add emails like a@yopmail.com,b@yopmail.com | Add Email Ids |
| Number of milliseconds delay in sending emails | Number of milliseconds delay in sending emails | Enter Value: |
| Show all Presentations in Customer Portal | Show all Presentations in the Customer Portal. | Acceptable values are “Y” or “N”. |
| One Presentation per Cart | Restricts to add Order from one Presentation per Cart. | Acceptable values are “Y” or “N”. |
| Show Invoices/Credits/Deposits in Customer Portal | Show Invoices/Credits/Deposits in Customer Portal. | Acceptable values are “Y” or “N”. |
| Allow editing Presentation/Campaign name in Sales Order | This will allow editing Presentation/Campaign name in Sales Order. | Acceptable values are “Y” or “N”. |
| Use Portal signup authorization | By allowing this, a notification will be sent to the Portal signup approver to authorize the user for the Customer Portal signup request. | Acceptable values are “Y” or “N”. |
| Portal signup approver email(s) | Portal signup approval notifications will be sent to these emails for Portal signup authorization. Add emails like a@yopmail.com,b@yopmail.com. | Enter comma-separated email ids. |
| Allow updating Customer default address | When this setting is enabled, the update Shipping Address option will be shown in Order summary. | Acceptable values are “Y” or “N”. |
| Allow editing Presentation/Campaign name in Sales Order | This will allow editing Presentation/Campaign name in Sales Order. | Acceptable values are “Y” or “N”. |
| Replace presentation keyword | This will allow users to replace the presentation keyword used anywhere in the application. | Enter the required value. |
Security
| Configuration | Description | Settings |
|---|---|---|
| Use IP Restriction | Restrict access to certain IP addresses. | Acceptable values are “Y” or “N”. |
| IP Restriction Approval Email(s) | IP restriction approval notifications will be sent to these emails to whitelist IP Addresses. You can add comma separated emails like a@yopmail.com,b@yopmail.com. | Enter the Email ids. |
