System Setup
What’s in System Setup
12 articles
- How to Create User RolesHow to Create User Roles
- How to Create UsersHow to Create a User and Assign a Role
- Working Day FlagsSet working day flags in your company profile. This will help improve the accuracy of your scheduling.
- HolidaysLearn how to define holidays so they are excluded from lead time and delivery date calculations
- Document NumbersWhat are Document Numbers, how to view and edit them
- Default Surcharge GroupsEnables you to apply your surcharge groups by default or per account.
- SurchargesWhat is a Surcharge and How to Create Surcharges?
- Delivery MethodsDelivery Methods feature lets you define and manage how goods move between your depot and customers.
- Payment TermsHow to create and assign a payment term
- How to Create a DepotCreating a Depot and Regions
- How to Create a RegionWhat is a Region and How to create it
- What are Lists of Values?What are Lists of Values and How to make List Values?