Setup: General App Settings
There are some general App Settings under Admin/Setup/General you should be aware of:
Let's look at the options below, allowing you to modify the way the Application behaves.
Your default currency will have been set by your implementation specialist, but should you ever need to change it, you can do so here:
Enable Orders, Enable Invoices, Enable Quotes, Enable Credits
Tick or untick depending on functionality required for the User.
If you are operating in Connected Mode
, the transactions which are posted to your Business System can be fully processed or saved (for later review and processing).
You can control this behaviour here:
When you process a transaction in Quick Entr
y, Sales.Live can also capture a signature which is attached to your transaction in your Business System.
To enable or disable this feature just click the checkbox below:
If you would like to send a copy of your quote, order or invoice to your customer, make sure this option is ticked:
will check the list of contacts against your Customer in your Business System and present those which have been set up to receive documents.Note: there is a separate option to send a copy of every sale to a nominated email address and that feature is not controlled by this setting. See below.
When ticked, this will require an address to be selected
Show In Stock Inventory by Default
In the Inventory screen, when this option is ticked, all inventory that is on hand and in stock will be shown.
Disable Customer List filtering for Reps
If a User is linked to a Rep, they will only see the cCustomers linked to that Rep (which is set in the Business System)
If thIS setting is ticked then the Rep will see ALL Customers, even if they are linked to a Rep
Email Document To Back Office
Here you can nominate one or more recipients to receive a copy of every sale which is posted in Quick Entry
This happens behind the scenes and is independent of the Email Sending to Customer contacts (above).
You can now use the PDF Designer to make your own Custom layouts so this is no longer needed.
Any more Questions?
Setup: General App Settings
Once you've sorted out the Connected Mode sync schedule, you should look at some General Settings. As a reminder, this is under the ADMIN MENU: This screen opens with options under GENERAL, EMAILS and PDF Click on App Settings: Now input further ...
Setup: Tax Codes
Tax Codes setup is found under Amin/Setup/General In Sales.Live, you can add as many Tax Codes as you require, under the Tax Codes setup. Note: In Connected Mode Tax Codes will come from your Business System that you are connected to. If not in ...
Setup: Data Import
The Data Import functionality is under Admin/Setup/General This is under consideration and a setting has been instigated. If you require this urgently, please contact Support@Plus.Live with your exact needs and we will review. Need further ...
5. Add & Invite Users to Sales.Live
Adding Users Once you've set up a User Group with the appropriate Applications that you want to invite users to, you're ready to add Users. You can do this under the User Menu Item from the Plus.Live Administration Menu. To get to this menu, click ...
Setup: Email Settings
Forecast.Live allows you to customise EMAIL information to suit your business. By now you should have already set up the first two options, CONNECTED MODE and GENERAL APP SETTINGS Connected Mode (your syncing schedule); General App Settings ...