Company Name

This is the name of your company and is available to include in Doc Designer templates.

Trading Name

This is your business's trading name, which is used as the sender and in the subject line for emails.

Trading Name (for Purchasing)

Specify a separate trading name for purchase-related communications. If left blank, your main Trading Name will be used for Purchase Orders and Supplier Returns.

Industry

Select the type of industry you are in.

Organisation Type

Select the type of company you are in.

Base Currency

Your primary currency, set during registration. All transactions in other currencies automatically convert to this base currency for consistent reporting.

System Default Warehouse

Choose which warehouse serves as the fallback for all transactions. Note that individual customer or user warehouse preferences will override this system default.

Dashboard Data Source

Select the type of sales data you want to display on your Classic Dashboard:

GST / VAT Number

This is your company's tax number, to populate on your Doc Designer templates and subscription's invoice.

EORI Number

Used for EU Customs and visible if the International Commerce Codes feature is enabled.

Website

Add your company's website in this field for reference.

Timezone

Select the timezone you are working in, which will be used when time-stamping transactions and records.

Financial Year End

Select the financial year-end for the Dashboard display.

Measurement Units

Select the preferred measurement:

There is no automatic conversion between the standard options. When changing the selected measurement, you must manually update your records to align with the new type.

Date Format

Select the date format for your account:

Order Management

When enabled, it unlocks sales back orders, pick, pack, and dispatch features, and shipment tracking.

Cannot be disabled if you have open Sales Orders.

Per Warehouse Controls

When enabled, it provides bin location management and warehouse-specific stock alerts.

Disabling Per Warehouse Controls removes all warehouse bin locations and stock min/max values.

Require Approval for Purchase Orders

When enabled, implement approval workflows and spending limits for Purchase Orders, adding financial control and oversight.

Serialized Products

When enabled, track individual items with unique serial numbers throughout their lifecycle. Mark specific products as 'Serialized' in their records for full transaction-level serial number tracking,

Cannot be disabled in your account once enabled, but can be disabled on a product level.

Markup Price Update

When enabled, automatically calculate selling prices based on cost markups from landed cost, last cost, purchase price, or existing sell prices.

International Commerce Codes

When enabled, include Commerce Code and Country of Origin fields to products, plus Incoterms and Commercial Invoices for international shipping.

Batch Tracking

When enabled, monitor products by batch numbers for quality control and traceability. Essential for industries requiring lot tracking, e.g., food, pharmaceuticals, etc.

Cannot be disabled in your account once enabled, but can be disabled on a product level.

Automatic Product Charge

When enabled, automatically add charges, like deposits, to Sales Orders for specific products.

Sales Quotes

Enable quote-to-order workflow for better sales process management and traceability.

Auto Allocation

When enabled, Auto-Allocation will automatically reserve Stock on Hand (SOH) quantities for new Sales Orders, updating "Available" quantities in real-time for accurate inventory planning.

Auto Set Receipt Quantity

When Auto Set Receipt Quantity is enabled, Purchase Order receipt quantities are pre-filled from their order quantities. Disable if you prefer manual quantity entry starting from zero.

Limit Ship Quantity to Stock not on open Shipments

When enabled, it prevents double-allocation by excluding quantities already on other open shipments from available shipping quantities. Calculated once at shipment creation, and will not automatically update existing shipments.

Requires Order Management to be enabled.

Recalculate Component quantities

Controls how component quantities adjust when you modify assembled quantities:

Ship From Multiple Warehouses

The Ship From Multiple Warehouses is a feature designed for customers who want to fulfil orders by shipping from multiple warehouses.

Stock availability may be inaccurate until shipments are dispatched, as stock allocations are based on the Sales Order warehouse, not the Shipment warehouse. For location-based tax rates, ensure shipment warehouses have the same tax rates based on the order’s from/to location tax rate.

Minimum Order Value Limit

Set a minimum subtotal requirement for Sales Orders and Quotes. When enabled, a warning is displayed if the order total, excluding charges and tax, falls below the minimum value. The warning can be overridden if necessary on a per-order basis.

Purchase Order Cost Distribution Method

Determines how purchase costs are spread, by default, across order lines:

Changes don't apply retroactively to existing Purchase Orders.

Use Receipted Stock In Assemblies

When enabled, you can use component stock from Receipted status Purchase Orders for assemblies.

If enabled, costs added to the receipted Purchase Orders after completing assemblies will not be factored into the assembly's costs.

Production Hours Per Day

Set default daily production hours, between 1-24 hours, (default is 8 hours) for calculating assembly start dates based on Assemble By deadlines.

This value will be used on all BOMs unless the BOM has its own number of production hours per day.

Production Work Days

Select which days production runs, default: Monday-Friday, for accurate assembly scheduling.

These will be used on all BOMs unless the BOM has its own specific production days.

From email address

Update the From field in Email Templates to set a default "reply to" email address, for example, noreply@companyname.com.
If the From email address is left blank in the Email Template, the email address of the user who triggered the email will be used.

Subject line

The Subject line can be configured to include a limited list of "variables" specific to the customer, supplier, or transaction. Edit the subject line to suit your audience using the text-only field, then click on the variable icon to select which variables should be included on the template. Revert the subject line to the default by clicking on the undo icon.

Variables available to the Subject line in Email Templates are:

Body message

The Body Message is a text-only field. Enter an appropriate message for the particular transaction, together with any instructions you wish to convey.

Variables and images are not supported within the body.

Attach File

To include a default attachment, such as your business's Terms and Conditions, to all emails sent for a given transaction, click on the Attach File drop-down button. Select the file either from your device (Upload Files) or your File Library (Browse Uploaded Files).

Email Preview

Click on Email Preview under the email template's Body to receive an example of your email template.

The previewing function ignores the "From" address.