The User Settings page is split over seven tabs. Listed below are all the options for each tab.
General
Listed below are all the fields and toggles from the General tab within User Settings.
Profile Picture: Upload a profile picture for your account.
Colour Scheme: Select a colour scheme to change the look of your Mintsoft.
Email: Enter the email address that will receive notifications and scheduled reports.
Notifications by Email: Turn this ON or OFF to receive notifications through email.
This will need additional setup by selecting the notifications you want.
Time Zone: Set the time zone you wish to use on Mintsoft.
If you have operations across different time zones users can update their settings so that information is displayed in their local time.
Any time zone selected, when saved, will obey local day light savings.
Mintsoft will automatically update so that any time and date stamp will be displayed in local time to your user.
Side Menu Open By Default: If ON this will keep the left side navigation bar open by default instead of auto-collapsing.
Preview Larger Image On Click: If ON this will allow you to click on a Product Image on the Product Overview page to see a larger view.
Print Using Print Tool: If ON this will allow you to use the Mintsoft Print Tool.
Additional information can be found on our Courier Print Tool help guide.
Enable Sounds When Scanning: If ON this will play a sound when there is a pop-up.
Sounds are configured in the SuccessSound and ErrorSound fields.
Success Sound: Select the sound that will play when a green (successful) pop-up shows on Mintsoft.
Error Sound: Select the sound that will play when a red (error) pop-up shows on Mintsoft.
Default Warehouse: Select the default warehouse when booking/ transferring inventory. This does not apply when manually inputting an order.
Sticky Search: Stick Search will save the most recent text entered in the search field on every page even if you go to a different page.
Number Of Dashboard Columns: Choose either 2 or 3 columns of modules to show on your dashboard page.
Additional information can be found on our Dashboard and Modules help guide.
Feed Notifications
Listed below are all the fields from the Feed Notifications tab within User Settings, these settings will apply to the Feed feature within Access Evo.
Low Stock Notifications: This will send low stock alerts through the Feed feature within Access Evo.
Import Errors Notifications: This will send import error notifications through the Feed feature within Access Evo.
Expiring Products Notifications: This will send stock/ products that are due to expire (Date warning period) as notifications through the Feed feature within Access Evo.
Order Overview Defaults
Listed below are all the fields from the Order Overview Defaults tab within User Settings, these settings will apply to the filters on the Orders Overview screen.
Default Order Status On Orders Overview: The order status you want to show by default when viewing orders. Leaving as ALL will not apply a filter.
Default Channel On Orders Overview: The order channel you want to show by default when viewing orders. Leaving as ALL will not apply a filter.
Order Cart Defaults
Listed below are all the fields and toggles from the Order Cart Defaults tab within User Settings.
Order Cart - Show Bundles By Default: If ON Bundles will show by default in the list of Products to add to the cart when manually inputting an order.
Order Cart - Show Discontinued Products By Default: If ON Discontinued Products will show by default in the list of Products to add to the cart when manually inputting an order.
Order Cart - Show In-Stock Only Products By Default: If ON it will only show Products with stock to add to the cart when manually inputting an order.
Order Cart - Cart Position On Page: Select to have the Cart at the top or bottom of the screen when manually inputting an order.
Complete Cart Page - Auto Generate Order Number ON By Default: If ON, Mintsoft will automatically generate the order number when manually inputting an order.
Select Warehouse First When Inputting Order: If ON you will be asked to select the warehouse first when manually inputting an order. This allow the choice of stock location when adding to cart.
Enable Final Order Summary On Complete Cart Screen: If ON you will be shown a cart summary at the bottom of the Complete Cart/ Order Details screen before clicking Create Order.
Upload Order Attachments By Default: If ON the toggle Upload Attachments Next? will be ON when manually inputting an order.
Email User Who Booked with Confirmation on Manual Orders: If ON an email with a summary of the order will be sent to the user who inputted the manual order.
Mail Order Default Payment Option: This is a legacy feature.
Reset Client After Placing Manual Order: (3PL Only) If ON this will reset the client filter after manually inputting an order.
Product Overview Defaults
Listed below are all the toggles from the Product Overview Defaults tab within User Settings, these settings will apply to the filters on the Products Overview screen.
Show Bundles On Product Overview By Default: If ON Bundles will show by default on the Products Overview screen.
Show Discontinued Products On Product Overview By Default: If ON Discontinued Products will show by default on the Products Overview screen.
Show Allocation Stock Flow In Product History: If ON when viewing the Products Stock Flow, it will show an entry for when the product was allocated to the order. If this is OFF you will not see the Allocate flow (When stock is allocated to an order) within the Products Stock Flow.
Show Bundle Stock Level On Product Overview: If ON the inventory of a bundle is displayed.
If OFF Enable Bundle Info in User Settings to see this will show in the Inventory Column on Products Overview.
Picking Defaults
Listed below are all the fields and toggles from the Picking Defaults Defaults tab within User Settings, these settings relate to the Batches screens
Create Batch - Single Line ON By Default: If ON the toggle Single Line Order Only will be ON as default when creating a new batch.
Create Batch - Enable Batch Preview Before Creation: If ON this will show you a preview of the orders being turned into a batch to allow for changes to be made if needed.
Create Batch - Enable Quick Batch Preview Before Creation (Total No. Of Orders Only): If ON this will just show the number of orders being turned into a batch without any additional information.
Scan Actions Page - Cursor Default Position: Choose the field to auto-select when going on to the Scan Actions page, this can help speed up scanning Rework items, adding tracking information or increasing the total weight. Only available fields are Rework, Tracking and TotalWeight.
Scan Actions Page - Auto Create Shipment As Page Loads: If ON this will auto request the courier label when on the Scan Actions page.
Scan Actions Page - Auto Print Shipping Label And Unprinted Documents: If ON this will print any documents which haven't already been marked as printed. Must be using the Print Tool.
Scan Actions Page - Auto Despatch Order Once Shipment Is Successfully Created: If ON this will mark the order as Despatched once a shipment has been generated on the Scan Actions page.
Order Pick & Pack - Default Search By Order Number: This is a legacy feature.
Order Pick & Pack - Default Search By Tote Number: If ON the toggle Search Using Tote Barcode will be ON.
Input Return - Default Search By Order Number: If ON the toggle Search Using Order Number, External Order Reference, Name and Postcode will be ON as default when inputting a return.
Input Return - Search By Order Number as Exact Match: If ON the toggle Search Using Order Number, External Order Reference, Name and Postcode and Exact Match will be ON as default when inputting a return.
Scan To Despatch - Default Despatch By Tracking No: If ON the toggle Scan Tracking No will be ON as default when on the Scan to Despatch screen within Mintsoft (Not Mobile).
Batch Pick & Pack - Default Search By Tote Number: If ON the Tote Barcode will be selected as default when on the Scan Batch screen.
Batch Pick & Pack - Auto Print Despatch Note: If ON this will auto print each despatch note when picking an order using a bulk picking method.
Order Pick & Pack - Auto Print Despatch Note When Scanning Tote: If ON this will auto print each despatch note when picking an order using a tote picking method.
Default Tab On Batch Page: Select the tab to show as default when managing a batch.
Default Personalised Selection On Batch Creation: If ON the toggle Personalised Orders Only will be ON as default when creating a batch.
Mobile Defaults
Listed below are all the fields from the Mobile Defaults tab within User Settings.
Default Picking Type Selection On New Batch: Select the default picking type when assigning an order or batch on the mobile app.
PO Defaults
Listed below are all the toggles from the PO Defaults tab within User Settings.
Automatic PO Reference ON By Default: If ON the toggle Auto Generate POReference will be ON as default when creating a Purchase Order.