Item type settings

1. Show ‘Update price’ if used as subitem: if checked, an ‘Update price if used as subitem’ link becomes available on the Item type detail form, which can be used to update the prices of all subitems belonging to this item type.
2. Check item type structure for changes on item edit: if checked, the structure of job items and subitems is checked when they are edited. If the structure has changed, the user is notified and given the chance to reset the job item upon saving.
3. Handle item types’ subitems on separate form: if checked, a new ‘Subitems’ button becomes available on the main toolbar which can be used to manage the subitems of selected item types on a separate form. When enabled, the subitems tab on the item type’s detail form is no longer available.

General / Item type settings section

CRM settings

1. Default customer type: specifies the customer type selected by default when creating new customers. The Company or Person customer types can be used.

General / CRM settings section

Invoice settings

1. Push jobs to next service upon issuing invoice: if checked, job orders are routed into the next service once the job has been invoiced and its invoice has been issued.
2. Invoice item use job item price also for dynamic pricing items: if checked, invoiced job items use the job item price even for items with dynamic pricing set up.
3. Add sales tax invoice item for invoice total: if checked, the sales tax line item is automatically added to invoices, adding a tax value based on the invoice total.
4. Sales tax for invoice total amount: specifies the sales tax percentage that is added to invoices if the Add sales tax invoice item for invoice total setting is enabled.
5. Update open invoice items upon job item change: if checked, changes to job items on job orders are reflected and updated on the invoice as well, if the job order has been invoiced and the invoice is in Create status.
6. Update job items upon invoice item update: if checked, changes to Invoice items are reflected and updated on the corresponding job order items as well, in the case of invoiced jobs.
7. Invoices and SOs can be assigned to sales representatives: if checked, the sales representative can be specified on sales orders and invoices.
8. Set item price at JO creation: if checked, the item price is calculated upon creating a JO.
9. Group jobs by WO# on invoice: if checked, all jobs with the same WO# as the selected jobs are added to the invoice when invoicing a job order.
10. if checked, opening up the invoice list for a customer automatically selects the first invoice from the list.

General / Invoice settings section

1. Subtract items of SO from inventory upon invoicing: if checked, sales order item quantities are subtracted automatically from the inventory upon invoicing the sales orders.
2. Invoice payment BatchID seed: specifies the ID number that is used when generating the next invoice batch payment.
3. If invoice item is fixed price take price from item type: if checked, invoice items with fixed prices take the price from the item type, rather than job item, upon invoicing job orders.
4. Check for weight difference upon invoicing: if checked, job item weight differences are checked upon invoicing. If the difference is greater than the allowed amount, a confirmation notification is brought up and must be accepted before the job can be invoiced.
5. Allowed weight difference on invoicing: specifies the allowed job item weight difference, in percentages, upon invoicing jobs.
6. Apply discount only on job related items: if checked, invoice discounts are applied only to job items.
7. Do not allow adding JOs with different order dates to the same invoice: if checked, JOs with different order dates cannot be added to the same invoice.
8. Invoice item use job item price for fixed price items when recalculating subitem prices during generate invoice items: if checked, invoice items use job item prices for fixed priced items to recalculate subitem prices when generating invoice items.

General / Invoice settings section