System Preferences: Shipping, Invoicing, SO

Generate shipping label

  1. Print invoice: if checked, after generating a shipping label, its invoice is printed out automatically.
  2. Open shipping label after close: if checked, the shipping label will be automatically open after.
  3. Send customer notification with tracking number: if checked, when generating a shipping label for a job, a notification with the package’s tracking number is also sent to the customer via an automated e-mail.
  4. Add shipping price to invoice: if checked, the shipping price is automatically added to the invoice.
  5. Signature: determines the default signature type selected when generating on shipping labels. The signature type can be changed on when generating the shipping label. If no option is specified, no signature type is selected by default when generating shipping labels.
  6. Send notification with invoice: if checked, determines whether the ‘send notification with invoice’ option is selected by default when sending shipping labels.
System preferences / Generate shipping label section

System preferences / Generate shipping label section

Generate invoice

  1. Open invoice after close: if checked, after generating an invoice, the invoice is opened up automatically.
  2. Add jobs using the same WO# to this invoice: if checked, jobs are added to Invoices using the WO# of the Job Order.
System preferences / Generate invoice section

System preferences / Generate invoice section

Region preferences

  1. Default customer country: specifies the country that is selected by default when adding new customers.
System preferences /Region preferences section

System preferences / Region preferences section

Invoice

  1. Change address: specifies which option is selected by default when changing the address on a sales order. Two options are available:
  2. Generate inventory movement: if checked, upon saving an invoice, inventory movements are automatically generated for the invoice items.
System preferences /Invoice section

System preferences / Invoice section

Sales order

  1. SO customer: specifies whether the customer or vendor option is selected by default when creating a job order from sales order items from Sales order conversion. The following two options are available:
    1. Create for self: if selected, the job order customer is the same as the sales order customer when converting sales order items into job order.
    2. Create for vendor: if selected, the sales order item can be assigned to a job order created for a vendor. The vendor can be selected when the sales order item is converted into a job order.
  2. Default service group for SO items: specifies the workflow used by default when converting a job order from a sales order item. The job’s workflow can be changed on the job order details form after creation.
  3. Default service group for Repair items: specified the workflow used by default for jobs that are created based on a repair SO item. This allows handling Repair items separately from regular items.
  4. Repair item type: specifies the item type used to identify Repair items.
  5. Allow assigning sales order items to workflows: if checked, workflows may be assigned to sales order items.
  6. Default service group for inventory unloads: specifies the default service group for inventory unloads.
  7. Change address: specifies which option is selected by default when changing the address on a sales order. Two options are available:
System preferences /Sales order section

System preferences / Sales order section