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User defined powerful grid
searching |
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Group by any column in the
Search Form |
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Export and summarize search
information |
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Advanced searching options
available |
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Company Setup |
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Starting Transaction Numbers |
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Ship Via Setup |
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Terms Setup |
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Company Policy |
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Reminder List |
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Schedule Category Type |
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Schedule Activity Details |
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Customer Data Fields |
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Prospect Data Fields |
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Customer Auto Schedule |
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Prospect Auto Schedule |
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Set Default Shipping Terms
for new transactions |
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Set Default Customer Terms
for new transactions |
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Option for Deleting Orders
after Convert to Invoice |
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Option to use Default Currency
when duplicating transactions |
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Option to display post and
unpost messages |
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Option to check credit card
type before posting |
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Option to check for blank
default accounts on start-up |
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Option to assign check numbers
after printing |
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Enable Audit Trail |
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Set Inventory Costing Method |
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Set Inventory default Item
Type |
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Set Inventory default Warehouse
ID |
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Set Inventory default Classification |
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Set minimum profit margin
percentage |
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Option to display customer
and inventory special pricing
methods when invoicing |
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Option to prevent negative
stock |
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Option to display out of
stock message |
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Set bonus points formula |
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Sales - default line item
tab order |
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Sales - default decimal
places |
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Sales - track discounts
in GL |
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Sales - enable back orders |
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Sales - enable invoice voiding |
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Sales - prevent negative
allocation |
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Sales - display over credit
limit message |
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Sales - display customer
notes when adding an order |
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Sales - use Company Logo
on Orders and Invoices |
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Purchases - option to display
only the inventory items
for the selected Vendor |
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Purchases - track discounts
in GL |
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Purchases - automatically
create a bill after receiving
inventory |
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Purchases - enable AP clearing |
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Purchases - enable multiple
terms and discount override |
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Purchases - default decimal
places |
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Purchases - 1099 threshold |
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Enable and setup Add-Ons |
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Set User default work flow
menu |
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Set User defined Find Form
options |
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User option for invoice
warning message about item
reorder point |
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User option to show Dashboard
on start-up |
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User option to show Scheduled
Activities on start-up |
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User combo box drop down
options |
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User setup of Favorite Reports |
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Set User desktop and themes |
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Setup or change User keyboard
shortcut |
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Set User printing options |
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Setup Currency Exchange
Rates |
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Countries |
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Zip / Postal Codes |
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Store locations |
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Enable Reminder List |
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