Customer Account Settings apply at the database level. (3PL Only) Settings on this page cannot be configured separately for individual 3PL clients. Any changes made—whether enabling or disabling an option—will affect the entire database and all associated clients.
The Customer Account Settings page is split over nine tabs. Listed below are all the options for each tab.
General
Listed below are all the fields and toggles from the General tab within Customer Account Settings.
Return Address On Despatch Note: Enter an address to show on a Despatch Note (Excluding Custom Despatch Notes) and Custom Courier Labels (PPI).
External Returns - Use Advanced Flow: Enabling this will require returned items to be inspected before issuing a replacement or refund.
Order Statuses A Client Is Allowed To Mark Pack & Hold: Only selected order statuses will be eligible to be marked as Pack & Hold by your client.
Order Statuses A Client raising a Query Would Change To Query Raised: Only selected order statuses will move an order to the Query Raised status, other statuses won't change it to Query Raised.
Order Statuses A Client Is Allowed To Edit: Only orders in selected statuses can be edited.
Order Statuses A Client Is Allowed to Cancel: Only orders in selected statuses can be cancelled.
Stop Despatched Orders Being Cancelled: Enable this to stop users from cancelling orders that have already been despatched from the warehouse.
Disable Offshore Postcode Warning On Scan Actions Page: Enable this to turn off the pop-up on the Scan Actions page warning about the postcode being offshore.
Disable Validation Warning When Trying To Pack NEW Status Order: Enable this to turn off the pop-up (Message: The Order is not in a valid status to despatch! - OrderStatus NEW) on the Scan Actions page warning if the order is not in the right status.
Weight Unit: What unit of weight will be used (KG or LBS), default is KG.
The only couriers that accept the weight of an order in Pounds (LBS) are UPS, Fedex, USPS and DHL.
Tax Type: What tax type will be used (VAT or GST), default is VAT. Review our Regionalisation Feature help guide for more information.
Log Courier Shipment Requests For Debugging: Enable this if instructed by Mintsoft Support or if you/ the courier requires a Shipment XML for an affected order. Review our Request for Shipment XML help guide for more information. May Decrease Performance.
Disable Client Multi Select Option (3PL Only): Enable this to only filter by a client at a time, keeping this off will allow multi-select filter.
Log Bundle SKU When Order/Bundle Is Split: Enabling this will show the original Bundle SKU within the Details section on the Items tab. Turning this off will only show the Bundle ID of the original bundle within the order.
Allow Multiple Totes On Single Batch - API Only: Enable this to allow multiple totes on a batch, only through the API.
ASN
Listed below are all the toggles from the ASN tab within Customer Account Settings.
Require Approval - Carton ASN, Require Approval - Pallet ASN and Require Approval - Container ASN: ASNs with the GoodsIn Type as Cartons (Boxes), Pallets or Containers, must be approved by the Warehouse Admin.
New Products Can Be Added By SKU Only: This gives an additional box when adding products to an ASN where you can create a brand new SKU.
Enable Mark All As Received Button: Allows users to mark all goods as received.
Show Log Hours Option After Book In: Before finalising the ASN an additional page will be shown to add the time of completion.
Automation
Listed below are all the fields and toggles from the Automation tab within Customer Account Settings.
Auto Invoice (Despatched Orders, Booked ASNs, Booked Collections & Confirmed Returns): If enabled this will automatically invoice orders in Despatched status, ASNs marked as BookedIn, Collections and Confirmed Returns.
Auto Reprocess Back Orders With Stock Allocation: Once stock is allocated the order will automatically reprocess into NEW status.
Auto Reprocess Orders in Holding Status: Orders in the following status will be reprocessed following the Holding Order Policy, review our BackOrders help guide for more information.
Auto Reprocess Orders in Holding Status - Delay Hours: Set the delay in hours of how long before the next sync runs.
Auto Despatch Order With Tracking Number: Orders containing a tracking number (Courier Label), will be automatically despatched by the system according to the time set if they haven't already been by the warehouse.
Auto Despatch Order With Tracking Number - Statuses: (Requires Auto Despatch Order With Tracking? to be enabled as well) Selected order statuses will be automatically marked as despatched if they haven't already been by the warehouse.
Auto Despatch Order With Tracking Number - Time Of Day To Run: The time for orders that meet the criteria to be automatically despatched.
Contact Details
Enter the company contact details on the Contact Details tab within Customer Account Settings.
Admin Whitelisted IPs For Users With 'AdminIPRestricted' Role: You'll need a static IP to use this feature, Please check with your service provider. This IP address will need to be the external facing IP address, rather than the local network one. Review our IP Restrictions help guide for more information.
Shipping
Listed below are all the fields and toggles from the Shipping tab within Customer Account Settings.
Same Day Despatch Cut Off Time: The time entered will be used to create an Outstanding Despatch Report if required.
Courier Collection - Earlier Time: Enter the earliest time couriers can pick up (normally 09:00:00).
Courier Collection - Latest Time: Enter the latest time couriers can pick up (normally 17:00:00).
Ship On Saturday / Ship On Sunday: Enable this if you ship orders on the weekend (with the correct weekend courier service).
Order Documents Must Be Printed Before Despatch: If enabled, the order cannot be dispatched until all documents are printed.
Prevent Shipments Being Created If Order Weight = 0: If enabled an order will need a weight greater than 0 for a shipment to be created.
Orders Must Have Tracking To Be Despatched If Courier Service Has Tracking Link: An order will not be allowed to be despatched unless there is a tracking number added.
Orders Must Have Rework To Be Despatched (All Clients - Overrides Client Specific Setting): An order will not be allowed to be despatched unless there is a barcode rework item added.
Prevent Despatch If Order Weight = 0: If enabled an order will need a weight greater than 0 for it to be marked as Despatched.
Order Statuses Where Shipment Cannot Be Created: Orders in the selected statuses won't be able to create shipments.
Allow Invoiced Orders On Picking Screen: If enabled, you can go to the scan actions page of invoiced orders.
Use 'Scan Tote' Screen For Picking Flow: If enabled, you must scan the tote used to pick the order at the end of the picking flow.
Printing
Listed below are all the fields and toggles from the Printing tab within Customer Account Settings.
Highlight Quantities > 1 on Despatch Note Summaries: if enabled, it will highlight any quantity greater than one on the despatch note, helping to avoid picking errors.
Sort Despatch Notes By Location A-Z: If enabled the orders are printed in location order when despatch notes are printed in a batch and no other options are selected.
Order Multi Client Batch Notes By Client: If enabled, batches containing multiple different client's orders will be arranged from A-Z by Client Name.
Picking Summary Sort Order: Select the format used to sort items on the picking summary sheet.
Order Must Be Printed Before Despatch: If enabled, an order cannot be despatched unless it has been marked as Printed prior.
Include Picking Summary When Printing A Batch: If enabled, an additional document will be printed showing the items picked for the orders within the batch.
Include Order Numbers Against Products On Picking Summary: If enabled, the picking summary sheet will show the products picked and the order number it relates to.
Include Order Summary When Printing a Batch: If enabled a summary of the orders within the batch will be included as well as the weight, number of parcels and the order barcode.
Include End Of Batch Sheet When Printing a Batch: If enabled an additional sheet will be printed at the end of the batch.
Skip System Despatch Note If Alternate Provided: If enabled and an Alternative Despatch Note is provided on the order, only this will be printed instead of including the System Despatch Note.
Only Print Address Section On First Page of Multi Page Orders: If enabled and an order contains multiple pages of the despatch note, only the first page will contain the address.
Hide Pricing On Despatch Note when Order has a Gift Message: If enabled and using a system-generated despatch note, the pricing will be hidden if the order contains a gift message.
Order Documents To Print With Despatch Note: Selected additional order documents will print when printing the despatch note.
Show Default Picking Location On Despatch Note When Inventory Is Unassigned: If enabled and the stock has been picked from an Unassigned location, the Default Picking Location will show on the despatch note instead.
Accounting
Listed below are all the fields and toggles from the Accounting tab within Customer Account Settings.
Monthly Invoice Item Trigger: Set to either the Start (First working day) or the End (Last working day) of the month depending on your billing preference. This toggle relates to the Storage Costs and Picking Costs frequency set on the 3PL Client.
Weekly Invoice Item Trigger: Select the day depending on your billing preference. This toggle relates to the Storage Costs and Picking Costs frequency set on the 3PL Client.
Accounting Integration Type: If you integrate with 3rd party accounting software please select it here, alternatively leave it as None.
Enable Volumetric Calculation based on Product DIMS or Barcode Rework Items: If enabled, when invoicing orders both product volumetric and rework volumetric are considered when calculating the shipping cost.
Time Of Day To Invoice Orders & ASNs - Must Be Between 19:00:00 - 23:00:00: The time entered will be when Despatched orders move to Invoiced.
Other tabs
Notifications tab: Please review our Notifications help guide for more information.
Email Settings tab: Please review our Email Settings help guide for more information.