System Setup
What’s in System Setup
11 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.
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?