Company Settings

The Company Settings page allows you to establish values for several settings that can be set for companies. The values you create are used to populate several drop-down menus on the Create Company and Edit Company Details pages.

To open the Company Settings page:

  1. Open the Administration Menu page.

  2. Under the COMPANY ADMIN heading, click Company Settings.

The following types of settings can be defined:

  • Payment Terms – Payment terms are a list of possible values that define how payments should be made on purchase orders for a particular company, for example, Net 30 Days or Net 60 Days.
  • Shipping Method – Shipping methods are a list of possible values that define how goods are shipped by a particular company, for example, US Post or Private Courier.
  • FOB – FOB ("Free On Board") values define the point at which a company transfers ownership of goods from the seller to the purchaser, for example, Shipping Point or Destination.

ClosedCreate a Company Setting

Creating a company setting allows you to define values that are included in drop-down menus when creating a company. To create a company setting:

  1. In the Company Setting field, select the type of setting value you want to create (Payment Type, Shipping Method, or FOB).

  2. Click the Add New link.

    A dialog box opens, allowing you to define the new setting.

  3. In the Payment Type, Shipping Method, or FOB field, enter the name of the setting.

  4. In the Description field, enter a description of the setting.

    This field can be used to provide more information about the setting. This value can be up to 1000 characters long. As you type, the character count updates indicating the number of additional characters that can be entered.

  5. In the Tab Order field, enter a numeric value.

    The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

  6. In the Active field, select Yes to make this setting active.

    Inactive values remain in the system, but are not displayed to users.

  7. Click ADD.

    The setting is added to the list. The name of the user who added the setting and the date and time it was added are displayed.

ClosedEdit a Company Setting

Company setting values can be modified. For example, if you want to change a company setting value's position in drop-down menus, you can modify the tab order. To edit a company setting:

  1. In the Company Setting field, select the type of setting you want to edit.

  2. Click the Edit link to the right of the setting you want to edit.

    A dialog box opens, allowing you to modify the setting.

  3. Modify any of the following values:

    • Payment Type, Shipping Method, or FOB – the value that users will see
    • Description – information about the setting value
    • Tab Order – the position in which the setting value will be displayed in drop-down menus
    • Active – Yes indicates that the setting value is active (displayed to the user)

  4. Click UPDATE.

    The modified company setting parameters, including the name of the user who edited them and the date and time when they were edited, are displayed.

ClosedDelete a Company Setting

Company setting values that have not been used can be deleted from the system.

If the company setting value has been used, you cannot delete it. You can, however, edit it and change it to Inactive so that users can no longer access it.

To delete a company setting value:

  1. In the Company Setting field, select the type of setting you want to delete.

  2. Click the Edit link to the right of the setting you want to delete.

    A dialog box opens, allowing you to modify or delete the setting.

  3. Click the Delete link.

    A dialog box opens asking you to confirm your choice.

  4. Click OK.

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