In this section, you will find the following ⬇️
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All items in this menu should be restricted to only administrator users, changes made here will have an immediate impact on the system and once changed anything affected will not be able to be fixed. |
This menu is used by the administrator of your system to control many of the options available.
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Access to this should be restricted as any changes made will take effect immediately. |
Settings Tab
The main setup of the system is controlled from this tab, including product, email, and sales details.
Email Settings - these should only be edited by experienced users, this will be set up for you when you start using the system and should only be changed if you are changing the mail provider or account you are using the send the emails from.
Company Details
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Product
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Sales group fields
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EDI API group fields
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Email group fields
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These settings are relatively normal for connection to any mail server. After you add your settings SAVE the configuration and then use the 'Send test email' button to allow you to test the email configuration. |
Others group fields
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Alternate Trading Names tab
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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 set up your customer you specify which company information that sales templates will use
For more details on this functionality click this link Alternative Trading Names
Accounts tab
Accounts System Group
You set up your finance settings in this tab, where you can link commerce to a number of finance systems such as -
Xero
Sage Business cloud
Kashflow
Quickbooks
It allows you to configure the connection for the API parameters which are used to post information into your finance system.
Sync Data Group
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You should consult Ontech Support before using this functionality |
Integration
This Section will allow you to check the following sections for the Account Software that you have set up:
Nominal Control Accounts
VAT Code Maintenance
Analysis Code Maintenance
Payment Method Maintenance
A tick means that the details are correct for the Account Software
A cross means that the details are incorrect for the Account Software
Upload Customer and Suppliers
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 set up in the Report Manager
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
The 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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If you intend to start using automated posting let the support team know and they will ensure it works correctly the first day this runs on its own. |
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 1 am (0100GMT)
Overnight (GMT +8) - Would be run 8 hours earlier (1700GMT)
Overnight (GMT -8) - Would be run 8 hours later (0900GMT)
For example, Hong Kong would use Overnight (GMT +8) which would run 17:00 GMT however it will run 01:00 in Hong Kong.
Documents
This will allow you to select the information that gets populated on the email for the following Documents
Price List
Tasting Note
