Configuration

Attributes

• Importing attribute associations from Excel
• What are attributes and attribute values?
• Setting up sizes for pivot view
• Configuring your boxing screen
• Setting up payments terms
• Creating on/off switches
• Setting up discounts attributes
• Adding a unit of measure (UoM)
• Adding options to the payment type attribute
• Setting up attribute associations
• Setting up UoM conversion rates
• Setting up box template attributes
• Creating a freeflow text or number entry attribute
• Creating attributes with lists to choose from
• Associating attributes between references
• Setting up scales for pivot view
• Creating money and currency attributes
• Setting up attribute inheritance
• Adding attributes to transaction lines
• Duplicating an attribute
• Configuring the inventory list view
• Adding dates as attributes
• Assigning a customer or vendor to a specific warehouse
• Using lot numbers
• Setting up attribute filtering

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User Management

• Creating user security profiles
• 'User is locked' message
• Creating a user
• Changing your password
• Accessing the audit trail
• Allowing special users access to restricted areas

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Associations

• What are associations?
• Associating items to customers and vendors

My Company

• Set up your company information
• Warehouse setup
• Fix pivot view using the rebuild function
• Configuring company email

References

• Setting up reference screens