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Note

Access to this should be restricted as any changes made will take effect immediately.

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Settings Tab

The main setup of the system is controlled from this tab, including product, email, sales details.

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Expand
titleSettings field explanations...... expand for more details

Settings Fields

Field

Explanation

Company Logo

this will allow you to upload the logo, the size of the logo is important to ensure that you are minimising the amount of data needed to print the invoices.

Update Product Purchase Cost on Invoice

This will update the product purchase pricing each time you enter the new invoice price when you are receipting the product into stock.

If you do not have this checked and want to do this as a one-off exercise across all Products you should use the Update Purchase Costs functionalityThe Product Scaling Factor allows you to specify a Price Multiplier. On Products, you will see a suggested Selling Price which is based on the Cost Price Multiplied by the Product Scaling Factor set here.

The Pre Order No of Days to Retrieve

controls how long a period Previous Orders are displayed when using the Previous Orders Button on Sales Order Entry.

Auto allocate

When Orders are not automatically allocated at save, users have the control to decide when to allocate them and do so in the ‘Allocate Orders’ screen. When enabled, sales orders are automatically allocated immediately after being saved, this can be overridden for individual orders. Orders can also be automatically submitted to your warehouse, this is configured in 'Warehouse Group Maintenance

Options

  • No auto allocation

  • All SOs

  • API SOs

  • Manual SOs

Email

Allow the email settings to be configured from the system settings screen and introduction of a 'Send test email' button to allow you to test the email configuration.

Use Livex product descriptions

If you are licensed for the LIVEX connection you can specify whether you want to use the LIVEX descriptions for your products

Analysis AutoFill

When creating a customer it will auto-populate the Analysis field with what has been set up in the Analysis Auto Fill Configuration screen.

Alternate Trading Names tab

Info

This module requires an additional licensed.

If you want to use alternative names on the invoices you send to customers, then this module can be used, when you setup your customer you specify which company information that sales templates will use

Accounts tab

You set up your finance settings in this tab, where you can link commerce to a number of finance systems such as -

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It allows you to configure the connection for the API parameters which are used to post information into your finance system.

Integration

This Section will allow you to check the following sections for the Account Software that you have set up:

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Upload Customer and Suppliers

Stock Movement Posting

The options for controlling Stock Movement Posting will show in this tab

  • Stock Movement Posting Enabled - Stock Movements are recorded in the system throughout its everyday use and the movement of goods, from receipts to transfers to despatches, adjustments, and returns are all recorded.

  • Posting Granularity (Individual Movements (most journals), Grouped by Order, Posted & grouped in batches (fewest journals))

Automatically Post Daily

Automatic posting process is handled by a separate server application, this allows you to configure your preferences for the posting. Previously you would have to post these manually through the Stock Movement posting.

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Explanation of Options for Automatically Post Daily (from midnight GMT)

When enabled, stock movements will be posted to your accounts system automatically on a daily basis overnight.

This is scheduled to run between 0000-0200, however, you can select the timezone you wish this to utilise for the posting. please select the one closest to yours.
Overnight (GMT) - Normally scheduled for 1am (0100GMT)
Overnight (GMT +8) - Would be run 8 hour earlier (1700GMT)
Overnight (GMT -8) - Would be run 8 hour later (0900GMT)

For example, Hong Kong would use Overnight (GMT +8) this would run 17:00 GMT however it will run 01:00 in Hong Kong.

Sales Document

The two buttons that will allow you to Accept or Manage Payments for the Sales Order and opens the Report Manager,

The Accept Payments will open a link to the Vision Live page to set up your payments gateway information, if this is already set up the button will show Manage Payments, it will still take you to the Vision Live page where your payment gateway information is saved. This can also be setup in the Report Manager

Documents

This will allow you to select the information that gets populated on the email for the following Documents

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